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 | $51,847 | $201,272-74.2% | $184,203-71.9% | $145,922-64.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.46% | 29.00%-14.5pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,893 | $7,022-73.0% | $6,427-70.6% | $4,660-59.4% |
| Participant deferral / active EE | $7,064 | $9,806-28.0% | $9,131-22.6% | $6,688+5.6% |
| Admin fee / account holder | $1,323 | $16,364-91.9% | $13,901-90.5% | $13,397-90.1% |