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 9-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 | $96,626 | $117,983-18.1% | $101,794-5.1% | $142,382-32.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 18.65% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,898 | $2,773-31.5% | $2,289-17.1% | $4,299-55.8% |
| Participant deferral / active EE | $5,971 | $4,714+26.7% | $4,084+46.2% | $6,507-8.2% |
| Admin fee / account holder | $7,308 | $10,433-30.0% | $8,777-16.7% | $12,624-42.1% |