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 3-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 | $43,001 | $60,022-28.4% | $88,946-51.7% | $84,808-49.3% |
| Participation rate | 57.1% | 57.8%-0.7pp | 68.8%-11.7pp | 68.3%-11.2pp |
| Annual return | 54.91% | 22.43%+32.5pp | 57.82%-2.9pp | 40.90%+14.0pp |
| Employer contribution / active EE | $2,922 | $1,703+71.6% | $2,555+14.4% | $2,631+11.1% |
| Participant deferral / active EE | $6,666 | $3,114+114.1% | $4,581+45.5% | $4,212+58.3% |
| Admin fee / account holder | $1,588 | $4,811-67.0% | $8,261-80.8% | $7,344-78.4% |