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 | $25,717 | $117,983-78.2% | $101,794-74.7% | $142,382-81.9% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 27.33% | 36.92%-9.6pp | 30.53%-3.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,224 | $2,773-19.8% | $2,289-2.9% | $4,299-48.3% |
| Participant deferral / active EE | $4,752 | $4,714+0.8% | $4,084+16.4% | $6,507-27.0% |
| Admin fee / account holder | $5,539 | $10,433-46.9% | $8,777-36.9% | $12,624-56.1% |