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 | $51,714 | $85,022-39.2% | $70,515-26.7% | $139,434-62.9% |
| Participation rate | 16.7% | 73.9%-57.2pp | 68.3%-51.7pp | 80.3%-63.7pp |
| Annual return | 29.90% | 30.38%-0.5pp | 32.77%-2.9pp | 372.94%-343.0pp |
| Employer contribution / active EE | $847 | $3,909-78.3% | $2,973-71.5% | $4,751-82.2% |
| Participant deferral / active EE | $3,276 | $5,890-44.4% | $4,567-28.3% | $6,710-51.2% |
| Admin fee / account holder | $1,494 | $8,906-83.2% | $6,412-76.7% | $11,403-86.9% |