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 | $55,767 | $114,381-51.2% | $107,525-48.1% | $142,382-60.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 22.25% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,710 | $4,015-32.5% | $3,754-27.8% | $4,299-37.0% |
| Participant deferral / active EE | $6,850 | $5,564+23.1% | $5,116+33.9% | $6,507+5.3% |
| Admin fee / account holder | $782 | $9,860-92.1% | $8,919-91.2% | $12,624-93.8% |