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 | $63,311 | $106,515-40.6% | $96,683-34.5% | $139,434-54.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 20.68% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,680 | $4,103-59.1% | $3,737-55.0% | $4,751-64.6% |
| Participant deferral / active EE | $2,457 | $5,454-55.0% | $4,878-49.6% | $6,710-63.4% |
| Admin fee / account holder | $504 | $7,877-93.6% | $6,730-92.5% | $11,403-95.6% |