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 | $73,207 | $73,933-1.0% | $96,683-24.3% | $75,163-2.6% |
| Participation rate | 46.0% | 66.4%-20.4pp | 74.3%-28.4pp | 67.2%-21.2pp |
| Annual return | 15.59% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,922 | $2,928-34.4% | $3,737-48.6% | $2,670-28.0% |
| Participant deferral / active EE | $3,930 | $3,659+7.4% | $4,878-19.4% | $4,125-4.7% |
| Admin fee / account holder | $4,684 | $5,216-10.2% | $6,730-30.4% | $5,651-17.1% |