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 6-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 | $81,331 | $177,572-54.2% | $154,803-47.5% | $142,382-42.9% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.1%-20.2pp | 80.1%-22.2pp |
| Annual return | 17.48% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,391 | $4,810-50.3% | $4,305-44.5% | $4,299-44.4% |
| Participant deferral / active EE | $6,484 | $6,272+3.4% | $5,540+17.0% | $6,507-0.4% |
| Admin fee / account holder | $789 | $16,786-95.3% | $14,329-94.5% | $12,624-93.7% |