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 | $58,516 | $109,413-46.5% | $156,263-62.6% | $84,808-31.0% |
| Participation rate | 54.3% | 72.7%-18.4pp | 78.9%-24.6pp | 68.3%-14.0pp |
| Annual return | 18.31% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,819 | $2,907-3.0% | $4,333-34.9% | $2,631+7.2% |
| Participant deferral / active EE | $6,405 | $4,590+39.5% | $6,158+4.0% | $4,212+52.1% |
| Admin fee / account holder | $878 | $9,357-90.6% | $14,255-93.8% | $7,344-88.0% |