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 8-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 | $62,808 | $169,032-62.8% | $129,207-51.4% | $145,922-57.0% |
| Participation rate | 64.3% | 76.4%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 11.73% | 14330.11%-14318.4pp | 9417.33%-9405.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,664 | $5,537-70.0% | $4,153-59.9% | $4,660-64.3% |
| Participant deferral / active EE | $4,480 | $4,987-10.2% | $4,168+7.5% | $6,688-33.0% |
| Admin fee / account holder | $2,308 | $9,954-76.8% | $7,715-70.1% | $13,397-82.8% |