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 3-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 | $85,651 | $214,378-60.0% | $200,582-57.3% | $142,382-39.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 20.50% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,874 | $6,841-28.8% | $6,419-24.1% | $4,299+13.4% |
| Participant deferral / active EE | $10,990 | $9,865+11.4% | $9,331+17.8% | $6,507+68.9% |
| Admin fee / account holder | $1,781 | $17,692-89.9% | $16,305-89.1% | $12,624-85.9% |