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 | $16,753 | $81,248-79.4% | $155,509-89.2% | $80,856-79.3% |
| Participation rate | 65.3% | 66.2%-0.9pp | 78.2%-12.9pp | 67.6%-2.3pp |
| Annual return | 41.35% | 33.31%+8.0pp | 64.67%-23.3pp | 35.59%+5.8pp |
| Employer contribution / active EE | $2,223 | $3,100-28.3% | $4,672-52.4% | $2,755-19.3% |
| Participant deferral / active EE | $2,452 | $3,452-29.0% | $5,626-56.4% | $4,296-42.9% |
| Admin fee / account holder | $1,418 | $7,997-82.3% | $15,912-91.1% | $6,918-79.5% |