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 8-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 | $47,579 | $57,354-17.0% | $83,848-43.3% | $64,186-25.9% |
| Participation rate | 64.7% | 68.6%-3.9pp | 76.1%-11.4pp | 69.6%-4.9pp |
| Annual return | 3.93% | 11.38%-7.4pp | 850.88%-846.9pp | 7.63%-3.7pp |
| Employer contribution / active EE | $2,515 | $2,545-1.2% | $3,631-30.7% | $2,381+5.6% |
| Participant deferral / active EE | $5,072 | $2,993+69.5% | $4,082+24.3% | $3,470+46.2% |
| Admin fee / account holder | $755 | $4,046-81.3% | $5,478-86.2% | $4,888-84.5% |