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 | $28,057 | $54,705-48.7% | $71,209-60.6% | $84,808-66.9% |
| Participation rate | 67.6% | 64.1%+3.6pp | 73.8%-6.1pp | 68.3%-0.7pp |
| Annual return | 16.85% | 35.90%-19.0pp | 282.51%-265.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,818 | $2,158-15.7% | $2,721-33.2% | $2,631-30.9% |
| Participant deferral / active EE | $3,370 | $3,030+11.2% | $4,175-19.3% | $4,212-20.0% |
| Admin fee / account holder | $355 | $4,863-92.7% | $5,349-93.4% | $7,344-95.2% |