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 | $62,526 | $80,724-22.5% | $103,333-39.5% | $74,495-16.1% |
| Participation rate | 48.1% | 65.7%-17.6pp | 74.5%-26.4pp | 67.2%-19.1pp |
| Annual return | 48.52% | 27.56%+21.0pp | 24.88%+23.6pp | 1364.94%-1316.4pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,480 | $3,860+16.0% | $5,057-11.4% | $4,346+3.1% |
| Admin fee / account holder | $21,930 | $2,368+826.1% | $8,355+162.5% | $1,942+1029.4% |