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 | $40,405 | $89,753-55.0% | $107,525-62.4% | $84,808-52.4% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 24.13% | 29.48%-5.4pp | 181.32%-157.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,803 | $3,113-10.0% | $3,754-25.3% | $2,631+6.5% |
| Participant deferral / active EE | $6,682 | $4,056+64.7% | $5,116+30.6% | $4,212+58.7% |
| Admin fee / account holder | $1,247 | $7,222-82.7% | $8,919-86.0% | $7,344-83.0% |