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 8-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 | $89,769 | $110,261-18.6% | $95,745-6.2% | $139,434-35.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.87% | 27.11%-12.2pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,695 | $3,257-48.0% | $2,835-40.2% | $4,751-64.3% |
| Participant deferral / active EE | $4,165 | $4,676-10.9% | $4,245-1.9% | $6,710-37.9% |
| Admin fee / account holder | $1,747 | $6,613-73.6% | $5,678-69.2% | $11,403-84.7% |