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 | $32,197 | $100,773-68.0% | $88,946-63.8% | $142,382-77.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 14.53% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $986 | $2,918-66.2% | $2,555-61.4% | $4,299-77.1% |
| Participant deferral / active EE | $3,256 | $5,230-37.7% | $4,581-28.9% | $6,507-50.0% |
| Admin fee / account holder | $375 | $9,693-96.1% | $8,261-95.5% | $12,624-97.0% |