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 | $56,300 | $176,812-68.2% | $146,665-61.6% | $167,490-66.4% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.5pp |
| Annual return | 25.08% | 24.03%+1.0pp | 22.74%+2.3pp | 478.56%-453.5pp |
| Employer contribution / active EE | $2,064 | $5,160-60.0% | $4,136-50.1% | $4,837-57.3% |
| Participant deferral / active EE | $4,828 | $6,440-25.0% | $5,506-12.3% | $6,341-23.9% |
| Admin fee / account holder | $375 | $13,259-97.2% | $10,280-96.3% | $12,309-97.0% |