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 | $86,131 | $152,587-43.6% | $125,175-31.2% | $152,861-43.7% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 28.24% | 54.84%-26.6pp | 43.79%-15.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,314 | $4,946-73.4% | $3,865-66.0% | $4,762-72.4% |
| Participant deferral / active EE | $6,203 | $5,868+5.7% | $4,937+25.6% | $5,850+6.0% |
| Admin fee / account holder | $332 | $13,434-97.5% | $9,702-96.6% | $11,596-97.1% |