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 3-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 | $18,132 | $158,398-88.6% | $126,539-85.7% | $142,382-87.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 22.78% | 593.76%-571.0pp | 425.95%-403.2pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,208 | $4,650-52.5% | $3,674-39.9% | $4,299-48.6% |
| Participant deferral / active EE | $3,959 | $4,767-16.9% | $4,083-3.0% | $6,507-39.2% |
| Admin fee / account holder | $4,533 | $6,918-34.5% | $6,065-25.3% | $12,624-64.1% |