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 | $48,614 | $101,724-52.2% | $164,813-70.5% | $80,856-39.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,328 | $2,953-21.2% | $4,341-46.4% | $2,755-15.5% |
| Participant deferral / active EE | $3,443 | $4,477-23.1% | $6,031-42.9% | $4,296-19.9% |
| Admin fee / account holder | $34,149 | $8,227+315.1% | $12,690+169.1% | $6,918+393.6% |