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 | $72,198 | $109,881-34.3% | $150,045-51.9% | $84,808-14.9% |
| Participation rate | 50.8% | 76.1%-25.2pp | 82.3%-31.5pp | 68.3%-17.5pp |
| Annual return | 32.65% | 28.25%+4.4pp | 62.55%-29.9pp | 40.90%-8.2pp |
| Employer contribution / active EE | $2,476 | $3,561-30.5% | $4,693-47.2% | $2,631-5.9% |
| Participant deferral / active EE | $6,049 | $6,636-8.9% | $7,997-24.4% | $4,212+43.6% |
| Admin fee / account holder | $15,427 | $8,568+80.1% | $13,435+14.8% | $7,344+110.1% |