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 3-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 | $66,316 | $89,753-26.1% | $107,525-38.3% | $84,808-21.8% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 21.16% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,344 | $3,113-24.7% | $3,754-37.5% | $2,631-10.9% |
| Participant deferral / active EE | $5,926 | $4,056+46.1% | $5,116+15.8% | $4,212+40.7% |
| Admin fee / account holder | $725 | $7,222-90.0% | $8,919-91.9% | $7,344-90.1% |