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 | $49,450 | $61,774-19.9% | $97,226-49.1% | $80,856-38.8% |
| Participation rate | 69.6% | 63.5%+6.1pp | 72.7%-3.1pp | 67.6%+1.9pp |
| Annual return | 31.99% | -557.90%+589.9pp | 75.13%-43.1pp | 35.59%-3.6pp |
| Employer contribution / active EE | $3,125 | $1,837+70.2% | $2,729+14.5% | $2,755+13.4% |
| Participant deferral / active EE | $7,783 | $3,029+157.0% | $4,264+82.5% | $4,296+81.2% |
| Admin fee / account holder | $1,373 | $5,166-73.4% | $5,654-75.7% | $6,918-80.2% |