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 | $67,521 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 31.12% | 65.07%-34.0pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $952 | $4,810-80.2% | $4,305-77.9% | $4,299-77.9% |
| Participant deferral / active EE | $3,000 | $6,272-52.2% | $5,540-45.8% | $6,507-53.9% |
| Admin fee / account holder | $2,713 | $16,786-83.8% | $14,329-81.1% | $12,624-78.5% |