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 | $40,666 | $74,927-45.7% | $101,794-60.1% | $84,808-52.0% |
| Participation rate | 55.6% | 61.4%-5.8pp | 69.2%-13.6pp | 68.3%-12.8pp |
| Annual return | 19.94% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,695 | $1,522+77.1% | $2,289+17.7% | $2,631+2.4% |
| Participant deferral / active EE | $6,715 | $3,099+116.7% | $4,084+64.4% | $4,212+59.5% |
| Admin fee / account holder | $6,348 | $6,514-2.5% | $8,777-27.7% | $7,344-13.6% |