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 6-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 | $94,680 | $117,983-19.8% | $101,794-7.0% | $142,382-33.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 11.63% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,850 | $2,773+2.8% | $2,289+24.5% | $4,299-33.7% |
| Participant deferral / active EE | $11,875 | $4,714+151.9% | $4,084+190.8% | $6,507+82.5% |
| Admin fee / account holder | $1,716 | $10,433-83.6% | $8,777-80.4% | $12,624-86.4% |