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 | $55,733 | $89,355-37.6% | $141,162-60.5% | $72,985-23.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 27.57% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,986 | $3,114-36.2% | $4,735-58.0% | $2,440-18.6% |
| Participant deferral / active EE | $5,445 | $5,418+0.5% | $6,709-18.8% | $3,607+50.9% |
| Admin fee / account holder | $1,728 | $5,958-71.0% | $10,261-83.2% | $5,124-66.3% |