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 | $34,732 | $86,929-60.0% | $102,423-66.1% | $80,856-57.0% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.1pp |
| Annual return | 23.78% | 18.88%+4.9pp | 29.32%-5.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $2,112 | $2,369-10.9% | $3,023-30.2% | $2,755-23.3% |
| Participant deferral / active EE | $3,194 | $4,118-22.4% | $5,053-36.8% | $4,296-25.6% |
| Admin fee / account holder | $1,505 | $8,049-81.3% | $9,451-84.1% | $6,918-78.2% |