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 | $45,744 | $127,065-64.0% | $113,168-59.6% | $142,382-67.9% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 19.94% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,080 | $3,442-10.5% | $2,975+3.5% | $4,299-28.4% |
| Participant deferral / active EE | $7,741 | $5,716+35.4% | $5,107+51.6% | $6,507+19.0% |
| Admin fee / account holder | $3,408 | $15,736-78.3% | $12,068-71.8% | $12,624-73.0% |