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 | $67,602 | $115,708-41.6% | $65,255+3.6% | $139,434-51.5% |
| Participation rate | 60.0% | 67.8%-7.8pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 12.81% | 31.19%-18.4pp | 47.35%-34.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,025 | $2,599-60.6% | $1,691-39.4% | $4,751-78.4% |
| Participant deferral / active EE | $4,707 | $4,240+11.0% | $2,831+66.3% | $6,710-29.9% |
| Admin fee / account holder | $2,260 | $6,698-66.3% | $4,112-45.0% | $11,403-80.2% |