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 7-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 | $89,847 | $159,602-43.7% | $150,045-40.1% | $142,382-36.9% |
| Participation rate | 45.8% | 84.0%-38.1pp | 82.3%-36.5pp | 80.1%-34.3pp |
| Annual return | 15.83% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,063 | $4,961-58.4% | $4,693-56.0% | $4,299-52.0% |
| Participant deferral / active EE | $6,160 | $8,310-25.9% | $7,997-23.0% | $6,507-5.3% |
| Admin fee / account holder | $2,535 | $14,846-82.9% | $13,435-81.1% | $12,624-79.9% |