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 | $59,170 | $109,881-46.2% | $150,045-60.6% | $84,808-30.2% |
| Participation rate | 63.2% | 76.1%-12.9pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 39.64% | 28.25%+11.4pp | 62.55%-22.9pp | 40.90%-1.3pp |
| Employer contribution / active EE | $4,018 | $3,561+12.8% | $4,693-14.4% | $2,631+52.7% |
| Participant deferral / active EE | $6,775 | $6,636+2.1% | $7,997-15.3% | $4,212+60.9% |
| Admin fee / account holder | $5,574 | $8,568-34.9% | $13,435-58.5% | $7,344-24.1% |