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 | $96,923 | $114,381-15.3% | $107,525-9.9% | $142,382-31.9% |
| Participation rate | 43.5% | 78.1%-34.7pp | 75.1%-31.6pp | 80.1%-36.6pp |
| Annual return | 15.30% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,316 | $4,015-67.2% | $3,754-64.9% | $4,299-69.4% |
| Participant deferral / active EE | $4,188 | $5,564-24.7% | $5,116-18.1% | $6,507-35.6% |
| Admin fee / account holder | $2,451 | $9,860-75.1% | $8,919-72.5% | $12,624-80.6% |