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 3-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 | $37,715 | $77,503-51.3% | $100,391-62.4% | $80,856-53.4% |
| Participation rate | 55.2% | 76.9%-21.8pp | 81.5%-26.3pp | 67.6%-12.5pp |
| Annual return | 17345.60% | 37.20%+17308.4pp | 49.20%+17296.4pp | 35.59%+17310.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,144 | $6,820+78.1% | $8,082+50.3% | $4,296+182.7% |
| Admin fee / account holder | $3,424 | $5,897-41.9% | $7,899-56.7% | $6,918-50.5% |