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 | $36,117 | $89,753-59.8% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 22.59% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,506 | $3,113-51.6% | $3,754-59.9% | $2,631-42.7% |
| Participant deferral / active EE | $2,711 | $4,056-33.2% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $1,053 | $7,222-85.4% | $8,919-88.2% | $7,344-85.7% |