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 | $120,391 | $89,753+34.1% | $107,525+12.0% | $84,808+42.0% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 16.04% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $900 | $3,113-71.1% | $3,754-76.0% | $2,631-65.8% |
| Participant deferral / active EE | $2,004 | $4,056-50.6% | $5,116-60.8% | $4,212-52.4% |
| Admin fee / account holder | $5,028 | $7,222-30.4% | $8,919-43.6% | $7,344-31.5% |