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 | $61,813 | $95,266-35.1% | $82,389-25.0% | $142,382-56.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 16.84% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,285 | $2,991+9.8% | $2,517+30.5% | $4,299-23.6% |
| Participant deferral / active EE | $8,913 | $4,809+85.3% | $4,155+114.5% | $6,507+37.0% |
| Admin fee / account holder | $5,731 | $8,563-33.1% | $7,231-20.7% | $12,624-54.6% |