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 | $72,074 | $91,552-21.3% | $133,956-46.2% | $79,858-9.7% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 12.35% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,249 | $2,384-5.7% | $3,919-42.6% | $2,471-9.0% |
| Participant deferral / active EE | $3,709 | $3,733-0.6% | $5,048-26.5% | $3,740-0.8% |
| Admin fee / account holder | $11,938 | $6,321+88.9% | $8,927+33.7% | $5,306+125.0% |