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 9-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 | $149,338 | $163,101-8.4% | $136,749+9.2% | $142,382+4.9% |
| Participation rate | 42.1% | 78.2%-36.1pp | 72.1%-30.0pp | 80.1%-38.0pp |
| Annual return | 15.39% | 27.54%-12.2pp | 24.33%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $852 | $4,117-79.3% | $3,400-74.9% | $4,299-80.2% |
| Participant deferral / active EE | $2,813 | $5,585-49.6% | $4,692-40.0% | $6,507-56.8% |
| Admin fee / account holder | $4,816 | $14,318-66.4% | $11,386-57.7% | $12,624-61.8% |