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 | $93,786 | $109,881-14.6% | $150,045-37.5% | $84,808+10.6% |
| Participation rate | 35.3% | 76.1%-40.8pp | 82.3%-47.0pp | 68.3%-33.0pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,874 | $6,636-11.5% | $7,997-26.5% | $4,212+39.5% |
| Admin fee / account holder | $4,799 | $8,568-44.0% | $13,435-64.3% | $7,344-34.7% |