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 | $48,144 | $133,922-64.1% | $116,228-58.6% | $142,382-66.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 17.11% | 147.76%-130.7pp | 90.06%-72.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,062 | $3,446-69.2% | $2,994-64.5% | $4,299-75.3% |
| Participant deferral / active EE | $7,534 | $5,672+32.8% | $4,953+52.1% | $6,507+15.8% |
| Admin fee / account holder | $483 | $14,945-96.8% | $11,989-96.0% | $12,624-96.2% |