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 | $58,703 | $48,230+21.7% | $67,502-13.0% | $80,856-27.4% |
| Participation rate | 32.3% | 66.4%-34.1pp | 72.9%-40.6pp | 67.6%-35.3pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,388 | $2,020-31.3% | $2,731-49.2% | $2,755-49.6% |
| Participant deferral / active EE | $1,672 | $2,924-42.8% | $4,000-58.2% | $4,296-61.1% |
| Admin fee / account holder | $2,921 | $3,681-20.7% | $3,998-26.9% | $6,918-57.8% |