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 | $117,062 | $82,978+41.1% | $129,995-9.9% | $71,457+63.8% |
| Participation rate | 35.4% | 74.1%-38.7pp | 78.5%-43.1pp | 67.9%-32.5pp |
| Annual return | 43.98% | 20.60%+23.4pp | -137.18%+181.2pp | 28.85%+15.1pp |
| Employer contribution / active EE | $1,256 | $2,622-52.1% | $4,320-70.9% | $2,588-51.5% |
| Participant deferral / active EE | $3,297 | $4,432-25.6% | $5,820-43.4% | $4,289-23.1% |
| Admin fee / account holder | $3,994 | $1,729+131.0% | $10,614-62.4% | $1,587+151.6% |