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 8-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 | $35,230 | $78,422-55.1% | $95,952-63.3% | $79,858-55.9% |
| Participation rate | 48.1% | 73.5%-25.3pp | 77.1%-28.9pp | 69.6%-21.5pp |
| Annual return | 20.60% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,408 | $1,945+23.8% | $2,541-5.2% | $2,471-2.5% |
| Participant deferral / active EE | $4,252 | $3,440+23.6% | $4,167+2.0% | $3,740+13.7% |
| Admin fee / account holder | $1,899 | $5,622-66.2% | $6,795-72.0% | $5,306-64.2% |