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 | $42,643 | $91,407-53.3% | $135,903-68.6% | $71,457-40.3% |
| Participation rate | 68.0% | 75.7%-7.7pp | 81.9%-13.9pp | 67.9%0pp |
| Annual return | 102.84% | 29.90%+72.9pp | 68.23%+34.6pp | 28.85%+74.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $14,222 | $7,092+100.5% | $7,758+83.3% | $4,289+231.6% |
| Admin fee / account holder | $799 | $1,266-36.9% | $10,762-92.6% | $1,587-49.6% |