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 | $63,000 | $214,378-70.6% | $200,582-68.6% | $142,382-55.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 27.15% | 46.41%-19.3pp | 42.33%-15.2pp | 217.08%-189.9pp |
| Employer contribution / active EE | $4,431 | $6,841-35.2% | $6,419-31.0% | $4,299+3.1% |
| Participant deferral / active EE | $8,958 | $9,865-9.2% | $9,331-4.0% | $6,507+37.7% |
| Admin fee / account holder | $405 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |