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 | $52,848 | $80,717-34.5% | $154,803-65.9% | $84,808-37.7% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.0pp | 68.3%+0.7pp |
| Annual return | 14.94% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,497 | $2,761-9.6% | $4,305-42.0% | $2,631-5.1% |
| Participant deferral / active EE | $4,764 | $3,303+44.2% | $5,540-14.0% | $4,212+13.1% |
| Admin fee / account holder | $2,713 | $6,746-59.8% | $14,329-81.1% | $7,344-63.1% |