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 | $130,242 | $62,573+108.1% | $85,682+52.0% | $85,850+51.7% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.9%-14.9pp | 69.3%-14.3pp |
| Annual return | 11.41% | 23.77%-12.4pp | 21.49%-10.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,150 | $1,757-34.5% | $2,618-56.1% | $2,565-55.2% |
| Participant deferral / active EE | $3,237 | $2,802+15.5% | $3,923-17.5% | $3,952-18.1% |
| Admin fee / account holder | $1,301 | $4,640-72.0% | $6,873-81.1% | $6,260-79.2% |