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 9-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 | $120,435 | $50,958+136.3% | $74,550+61.5% | $64,186+87.6% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | 3.51% | -1.86%+5.4pp | 32.53%-29.0pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,466 | $1,115+31.5% | $1,961-25.2% | $2,381-38.4% |
| Participant deferral / active EE | $1,629 | $2,301-29.2% | $3,108-47.6% | $3,470-53.0% |
| Admin fee / account holder | $5,839 | $4,223+38.3% | $5,060+15.4% | $4,888+19.5% |