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 | $58,594 | $95,266-38.5% | $82,389-28.9% | $142,382-58.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 17.58% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,443 | $2,991+15.1% | $2,517+36.8% | $4,299-19.9% |
| Participant deferral / active EE | $4,549 | $4,809-5.4% | $4,155+9.5% | $6,507-30.1% |
| Admin fee / account holder | $14,183 | $8,563+65.6% | $7,231+96.1% | $12,624+12.3% |