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 | $86,631 | $118,450-26.9% | $98,439-12.0% | $139,434-37.9% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 11.00% | 18.94%-7.9pp | 21.16%-10.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,488 | $3,609-58.8% | $3,048-51.2% | $4,751-68.7% |
| Participant deferral / active EE | $2,091 | $5,392-61.2% | $4,738-55.9% | $6,710-68.8% |
| Admin fee / account holder | $1,446 | $14,026-89.7% | $8,948-83.8% | $11,403-87.3% |