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 6-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 | $69,256 | $104,974-34.0% | $95,585-27.5% | $142,382-51.4% |
| Participation rate | 47.1% | 75.0%-27.9pp | 72.1%-25.0pp | 80.1%-33.1pp |
| Annual return | 16.79% | 210.33%-193.5pp | 38.56%-21.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,130 | $2,779+12.7% | $2,527+23.9% | $4,299-27.2% |
| Participant deferral / active EE | $4,569 | $4,352+5.0% | $4,023+13.6% | $6,507-29.8% |
| Admin fee / account holder | $835 | $6,386-86.9% | $6,127-86.4% | $12,624-93.4% |