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 6-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 | $66,365 | $89,753-26.1% | $107,525-38.3% | $84,808-21.7% |
| Participation rate | 68.4% | 68.1%+0.4pp | 75.1%-6.7pp | 68.3%+0.1pp |
| Annual return | 15.46% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,770 | $3,113-11.0% | $3,754-26.2% | $2,631+5.3% |
| Participant deferral / active EE | $5,880 | $4,056+45.0% | $5,116+14.9% | $4,212+39.6% |
| Admin fee / account holder | $2,924 | $7,222-59.5% | $8,919-67.2% | $7,344-60.2% |