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 | $51,467 | $177,572-71.0% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 24.95% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $3,263 | $4,810-32.2% | $4,305-24.2% | $4,299-24.1% |
| Participant deferral / active EE | $6,613 | $6,272+5.4% | $5,540+19.4% | $6,507+1.6% |
| Admin fee / account holder | $895 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |