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 | $28,928 | $74,888-61.4% | $71,209-59.4% | $142,382-79.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.77% | 345.14%-324.4pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,220 | $2,854-22.2% | $2,721-18.4% | $4,299-48.4% |
| Participant deferral / active EE | $4,653 | $4,454+4.5% | $4,175+11.4% | $6,507-28.5% |
| Admin fee / account holder | $2,371 | $5,568-57.4% | $5,349-55.7% | $12,624-81.2% |