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 | $10,036 | $80,717-87.6% | $154,803-93.5% | $84,808-88.2% |
| Participation rate | 47.1% | 66.8%-19.8pp | 78.1%-31.0pp | 68.3%-21.3pp |
| Annual return | 168.32% | 37.96%+130.4pp | 58.88%+109.4pp | 40.90%+127.4pp |
| Employer contribution / active EE | $1,227 | $2,761-55.6% | $4,305-71.5% | $2,631-53.4% |
| Participant deferral / active EE | $1,878 | $3,303-43.2% | $5,540-66.1% | $4,212-55.4% |
| Admin fee / account holder | $9,642 | $6,746+42.9% | $14,329-32.7% | $7,344+31.3% |