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 | $25,844 | $117,983-78.1% | $101,794-74.6% | $142,382-81.8% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.2%-16.8pp | 80.1%-27.7pp |
| Annual return | 23.65% | 36.92%-13.3pp | 30.53%-6.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,496 | $2,773-46.1% | $2,289-34.7% | $4,299-65.2% |
| Participant deferral / active EE | $5,831 | $4,714+23.7% | $4,084+42.8% | $6,507-10.4% |
| Admin fee / account holder | $10,054 | $10,433-3.6% | $8,777+14.5% | $12,624-20.4% |