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 | $62,499 | $101,724-38.6% | $164,813-62.1% | $80,856-22.7% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.6%-13.4pp |
| Annual return | 15.58% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,882 | $2,953-36.3% | $4,341-56.6% | $2,755-31.7% |
| Participant deferral / active EE | $4,225 | $4,477-5.6% | $6,031-30.0% | $4,296-1.7% |
| Admin fee / account holder | $1,089 | $8,227-86.8% | $12,690-91.4% | $6,918-84.3% |