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 6-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 | $29,662 | $148,534-80.0% | $135,903-78.2% | $139,434-78.7% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 28.21% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,347 | $5,243-36.2% | $4,856-31.1% | $4,751-29.6% |
| Participant deferral / active EE | $6,450 | $8,100-20.4% | $7,758-16.9% | $6,710-3.9% |
| Admin fee / account holder | $2,054 | $12,400-83.4% | $10,762-80.9% | $11,403-82.0% |