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 7-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 | $38,585 | $110,261-65.0% | $95,745-59.7% | $139,434-72.3% |
| Participation rate | 64.3% | 75.8%-11.5pp | 72.3%-8.0pp | 80.3%-16.0pp |
| Annual return | 23.95% | 27.11%-3.2pp | 28.35%-4.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $4,157 | $3,257+27.6% | $2,835+46.7% | $4,751-12.5% |
| Participant deferral / active EE | $6,935 | $4,676+48.3% | $4,245+63.4% | $6,710+3.3% |
| Admin fee / account holder | $780 | $6,613-88.2% | $5,678-86.3% | $11,403-93.2% |