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 | $34,421 | $117,841-70.8% | $102,423-66.4% | $145,922-76.4% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 9.82% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,387 | $3,615-34.0% | $3,023-21.1% | $4,660-48.8% |
| Participant deferral / active EE | $3,511 | $5,731-38.7% | $5,053-30.5% | $6,688-47.5% |
| Admin fee / account holder | $4,125 | $13,326-69.0% | $9,451-56.4% | $13,397-69.2% |