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 | $73,254 | $86,286-15.1% | $111,297-34.2% | $85,850-14.7% |
| Participation rate | 53.5% | 73.3%-19.8pp | 77.3%-23.8pp | 69.3%-15.8pp |
| Annual return | 12.60% | 19.99%-7.4pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,393 | $2,043-31.8% | $2,731-49.0% | $2,565-45.7% |
| Participant deferral / active EE | $2,706 | $3,641-25.7% | $4,487-39.7% | $3,952-31.5% |
| Admin fee / account holder | $5,065 | $8,188-38.1% | $7,964-36.4% | $6,260-19.1% |