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 | $118,070 | $94,625+24.8% | $116,228+1.6% | $84,808+39.2% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.6%-32.1pp | 68.3%-25.9pp |
| Annual return | 17.42% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,228 | $2,347-47.7% | $2,994-59.0% | $2,631-53.3% |
| Participant deferral / active EE | $3,266 | $3,972-17.8% | $4,953-34.1% | $4,212-22.5% |
| Admin fee / account holder | $580 | $10,091-94.3% | $11,989-95.2% | $7,344-92.1% |