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 | $36,286 | $114,381-68.3% | $107,525-66.3% | $142,382-74.5% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.1%-18.6pp | 80.1%-23.6pp |
| Annual return | 21.36% | 242.71%-221.3pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,443 | $4,015-64.0% | $3,754-61.5% | $4,299-66.4% |
| Participant deferral / active EE | $2,256 | $5,564-59.5% | $5,116-55.9% | $6,507-65.3% |
| Admin fee / account holder | $6,205 | $9,860-37.1% | $8,919-30.4% | $12,624-50.8% |