See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,089 | $89,753-60.9% | $107,525-67.4% | $84,808-58.6% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 48.67% | 29.48%+19.2pp | 181.32%-132.6pp | 40.90%+7.8pp |
| Employer contribution / active EE | $1,630 | $3,113-47.7% | $3,754-56.6% | $2,631-38.1% |
| Participant deferral / active EE | $2,388 | $4,056-41.1% | $5,116-53.3% | $4,212-43.3% |
| Admin fee / account holder | $1,671 | $7,222-76.9% | $8,919-81.3% | $7,344-77.2% |