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 | $48,464 | $154,117-68.6% | $129,995-62.7% | $139,434-65.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 36.19% | 32.48%+3.7pp | -137.18%+173.4pp | 372.94%-336.8pp |
| Employer contribution / active EE | $10,614 | $5,289+100.7% | $4,320+145.7% | $4,751+123.4% |
| Participant deferral / active EE | $10,743 | $6,710+60.1% | $5,820+84.6% | $6,710+60.1% |
| Admin fee / account holder | $9,080 | $14,007-35.2% | $10,614-14.5% | $11,403-20.4% |