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 | $76,520 | $80,724-5.2% | $103,333-25.9% | $74,495+2.7% |
| Participation rate | 45.6% | 65.7%-20.1pp | 74.5%-28.9pp | 67.2%-21.6pp |
| Annual return | 17.08% | 27.56%-10.5pp | 24.88%-7.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,515 | $3,157-52.0% | $3,868-60.8% | $2,623-42.3% |
| Participant deferral / active EE | $2,432 | $3,860-37.0% | $5,057-51.9% | $4,346-44.0% |
| Admin fee / account holder | $5,228 | $2,368+120.8% | $8,355-37.4% | $1,942+169.3% |