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 | $86,134 | $117,841-26.9% | $102,423-15.9% | $145,922-41.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 10.52% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,567 | $3,615-56.7% | $3,023-48.2% | $4,660-66.4% |
| Participant deferral / active EE | $5,260 | $5,731-8.2% | $5,053+4.1% | $6,688-21.3% |
| Admin fee / account holder | $1,256 | $13,326-90.6% | $9,451-86.7% | $13,397-90.6% |