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 | $61,103 | $89,753-31.9% | $107,525-43.2% | $84,808-28.0% |
| Participation rate | 51.9% | 68.1%-16.2pp | 75.1%-23.2pp | 68.3%-16.5pp |
| Annual return | 20.82% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,827 | $3,113-41.3% | $3,754-51.3% | $2,631-30.5% |
| Participant deferral / active EE | $4,124 | $4,056+1.7% | $5,116-19.4% | $4,212-2.1% |
| Admin fee / account holder | $331 | $7,222-95.4% | $8,919-96.3% | $7,344-95.5% |