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 3-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 | $57,979 | $81,248-28.6% | $155,509-62.7% | $80,856-28.3% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.3pp | 67.6%-15.8pp |
| Annual return | 16.69% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,811 | $3,100-9.3% | $4,672-39.8% | $2,755+2.0% |
| Participant deferral / active EE | $6,752 | $3,452+95.6% | $5,626+20.0% | $4,296+57.2% |
| Admin fee / account holder | $3,473 | $7,997-56.6% | $15,912-78.2% | $6,918-49.8% |