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 | $62,271 | $117,983-47.2% | $101,794-38.8% | $142,382-56.3% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 15.21% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $909 | $2,773-67.2% | $2,289-60.3% | $4,299-78.9% |
| Participant deferral / active EE | $4,720 | $4,714+0.1% | $4,084+15.6% | $6,507-27.5% |
| Admin fee / account holder | $392 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |