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 | $83,284 | $60,022+38.8% | $88,946-6.4% | $84,808-1.8% |
| Participation rate | 20.0% | 57.8%-37.8pp | 68.8%-48.8pp | 68.3%-48.3pp |
| Annual return | 17.92% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $574 | $1,703-66.3% | $2,555-77.5% | $2,631-78.2% |
| Participant deferral / active EE | $3,250 | $3,114+4.4% | $4,581-29.1% | $4,212-22.8% |
| Admin fee / account holder | $585 | $4,811-87.8% | $8,261-92.9% | $7,344-92.0% |