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 | $82,618 | $179,726-54.0% | $156,263-47.1% | $142,382-42.0% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.9%-20.1pp | 80.1%-21.3pp |
| Annual return | 18.87% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,016 | $5,069-60.2% | $4,333-53.5% | $4,299-53.1% |
| Participant deferral / active EE | $6,195 | $6,956-10.9% | $6,158+0.6% | $6,507-4.8% |
| Admin fee / account holder | $11,594 | $17,272-32.9% | $14,255-18.7% | $12,624-8.2% |