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 | $41,223 | $114,381-64.0% | $107,525-61.7% | $142,382-71.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 23.48% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,184 | $4,015-45.6% | $3,754-41.8% | $4,299-49.2% |
| Participant deferral / active EE | $5,256 | $5,564-5.5% | $5,116+2.7% | $6,507-19.2% |
| Admin fee / account holder | $1,411 | $9,860-85.7% | $8,919-84.2% | $12,624-88.8% |