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 | $16,452 | $177,572-90.7% | $154,803-89.4% | $142,382-88.4% |
| Participation rate | 40.9% | 82.1%-41.1pp | 78.1%-37.2pp | 80.1%-39.2pp |
| Annual return | 29.86% | 65.07%-35.2pp | 58.88%-29.0pp | 217.08%-187.2pp |
| Employer contribution / active EE | $1,886 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $3,769 | $6,272-39.9% | $5,540-32.0% | $6,507-42.1% |
| Admin fee / account holder | $2,569 | $16,786-84.7% | $14,329-82.1% | $12,624-79.6% |