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 | $38,899 | $49,915-22.1% | $154,803-74.9% | $74,304-47.6% |
| Participation rate | 52.1% | 54.0%-1.8pp | 78.1%-26.0pp | 60.3%-8.2pp |
| Annual return | 21.72% | 34.06%-12.3pp | 58.88%-37.2pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,636 | $1,611+1.5% | $4,305-62.0% | $2,241-27.0% |
| Participant deferral / active EE | $3,630 | $2,255+61.0% | $5,540-34.5% | $3,767-3.6% |
| Admin fee / account holder | $3,310 | $2,189+51.2% | $14,329-76.9% | $2,969+11.5% |