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 | $69,812 | $177,572-60.7% | $154,803-54.9% | $142,382-51.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 18.17% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,495 | $4,810-48.1% | $4,305-42.0% | $4,299-42.0% |
| Participant deferral / active EE | $4,529 | $6,272-27.8% | $5,540-18.3% | $6,507-30.4% |
| Admin fee / account holder | $2,245 | $16,786-86.6% | $14,329-84.3% | $12,624-82.2% |