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 | $27,880 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 17.99% | 70.24%-52.2pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,061 | $4,961-78.6% | $4,693-77.4% | $4,299-75.3% |
| Participant deferral / active EE | $3,062 | $8,310-63.2% | $7,997-61.7% | $6,507-52.9% |
| Admin fee / account holder | $401 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |