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 | $110,026 | $273,761-59.8% | $107,525+2.3% | - |
| Participation rate | 31.3% | 58.9%-27.5pp | 75.1%-43.8pp | - |
| Annual return | 14.96% | 16.25%-1.3pp | 181.32%-166.4pp | - |
| Employer contribution / active EE | $1,229 | $2,099-41.5% | $3,754-67.3% | - |
| Participant deferral / active EE | $3,449 | $3,884-11.2% | $5,116-32.6% | - |
| Admin fee / account holder | $13,085 | $22,208-41.1% | $8,919+46.7% | - |