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 | $109,450 | $140,940-22.3% | $112,229-2.5% | $139,434-21.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 15.17% | 32.71%-17.5pp | 30.20%-15.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $971 | $4,283-77.3% | $3,430-71.7% | $4,751-79.6% |
| Participant deferral / active EE | $4,176 | $5,874-28.9% | $4,798-13.0% | $6,710-37.8% |
| Admin fee / account holder | $848 | $9,954-91.5% | $7,748-89.1% | $11,403-92.6% |