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 | $49,368 | $80,673-38.8% | $101,326-51.3% | $84,808-41.8% |
| Participation rate | 64.3% | 77.8%-13.5pp | 81.5%-17.2pp | 68.3%-4.0pp |
| Annual return | 18.31% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,775 | $2,698+2.8% | $3,665-24.3% | $2,631+5.5% |
| Participant deferral / active EE | $8,279 | $6,840+21.0% | $7,994+3.6% | $4,212+96.6% |
| Admin fee / account holder | $4,152 | $12,784-67.5% | $11,185-62.9% | $7,344-43.5% |