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 | $108,641 | $117,983-7.9% | $101,794+6.7% | $142,382-23.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 20.45% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $8,731 | $2,773+214.9% | $2,289+281.4% | $4,299+103.1% |
| Participant deferral / active EE | $3,530 | $4,714-25.1% | $4,084-13.6% | $6,507-45.8% |
| Admin fee / account holder | $1,745 | $10,433-83.3% | $8,777-80.1% | $12,624-86.2% |