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 | $152,922 | $68,547+123.1% | $120,354+27.1% | $80,856+89.1% |
| Participation rate | 32.9% | 61.6%-28.7pp | 71.9%-39.0pp | 67.6%-34.7pp |
| Annual return | 13.25% | 23.60%-10.4pp | 107.15%-93.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $932 | $2,051-54.6% | $3,463-73.1% | $2,755-66.2% |
| Participant deferral / active EE | $2,284 | $3,173-28.0% | $4,991-54.2% | $4,296-46.8% |
| Admin fee / account holder | $7,609 | $5,732+32.8% | $9,423-19.2% | $6,918+10.0% |