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 | $72,800 | $89,698-18.8% | $103,476-29.6% | $80,856-10.0% |
| Participation rate | 44.8% | 76.0%-31.1pp | 80.5%-35.7pp | 67.6%-22.8pp |
| Annual return | 21.55% | 22.78%-1.2pp | 23.90%-2.4pp | 35.59%-14.0pp |
| Employer contribution / active EE | $6,321 | $4,018+57.3% | $4,672+35.3% | $2,755+129.4% |
| Participant deferral / active EE | $8,464 | $5,456+55.1% | $6,623+27.8% | $4,296+97.0% |
| Admin fee / account holder | $3,856 | $6,768-43.0% | $9,413-59.0% | $6,918-44.3% |