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 | $73,190 | $95,266-23.2% | $82,389-11.2% | $142,382-48.6% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.5%-5.3pp | 80.1%-15.8pp |
| Annual return | 15.20% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,028 | $2,991+1.2% | $2,517+20.3% | $4,299-29.6% |
| Participant deferral / active EE | $8,604 | $4,809+78.9% | $4,155+107.1% | $6,507+32.2% |
| Admin fee / account holder | $772 | $8,563-91.0% | $7,231-89.3% | $12,624-93.9% |