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 3-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 | $42,191 | $100,773-58.1% | $88,946-52.6% | $142,382-70.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 24.17% | 70.18%-46.0pp | 57.82%-33.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,138 | $2,918+7.6% | $2,555+22.8% | $4,299-27.0% |
| Participant deferral / active EE | $8,159 | $5,230+56.0% | $4,581+78.1% | $6,507+25.4% |
| Admin fee / account holder | $364 | $9,693-96.2% | $8,261-95.6% | $12,624-97.1% |