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 | $88,642 | $54,705+62.0% | $71,209+24.5% | $84,808+4.5% |
| Participation rate | 43.9% | 64.1%-20.2pp | 73.8%-29.8pp | 68.3%-24.4pp |
| Annual return | 19.45% | 35.90%-16.4pp | 282.51%-263.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,584 | $2,158-26.6% | $2,721-41.8% | $2,631-39.8% |
| Participant deferral / active EE | $3,936 | $3,030+29.9% | $4,175-5.7% | $4,212-6.5% |
| Admin fee / account holder | $3,014 | $4,863-38.0% | $5,349-43.6% | $7,344-59.0% |