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 | $48,578 | $86,944-44.1% | $107,525-54.8% | $74,304-34.6% |
| Participation rate | 59.8% | 59.6%+0.3pp | 75.1%-15.2pp | 60.3%-0.5pp |
| Annual return | 25.97% | 23.52%+2.5pp | 181.32%-155.3pp | 29.43%-3.5pp |
| Employer contribution / active EE | $2,404 | $2,757-12.8% | $3,754-35.9% | $2,241+7.3% |
| Participant deferral / active EE | $5,232 | $3,554+47.2% | $5,116+2.3% | $3,767+38.9% |
| Admin fee / account holder | $5,767 | $3,727+54.7% | $8,919-35.3% | $2,969+94.2% |