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 | $30,563 | $106,515-71.3% | $96,683-68.4% | $139,434-78.1% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 24.55% | 38.43%-13.9pp | 35.69%-11.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,524 | $4,103-14.1% | $3,737-5.7% | $4,751-25.8% |
| Participant deferral / active EE | $4,975 | $5,454-8.8% | $4,878+2.0% | $6,710-25.9% |
| Admin fee / account holder | $2,691 | $7,877-65.8% | $6,730-60.0% | $11,403-76.4% |