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 | $69,276 | $127,065-45.5% | $113,168-38.8% | $142,382-51.3% |
| Participation rate | 47.1% | 79.2%-32.1pp | 76.6%-29.5pp | 80.1%-33.1pp |
| Annual return | 16.36% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $909 | $3,442-73.6% | $2,975-69.4% | $4,299-78.8% |
| Participant deferral / active EE | $2,629 | $5,716-54.0% | $5,107-48.5% | $6,507-59.6% |
| Admin fee / account holder | $3,915 | $15,736-75.1% | $12,068-67.6% | $12,624-69.0% |