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 | $75,054 | $159,602-53.0% | $150,045-50.0% | $142,382-47.3% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.3%-47.3pp | 80.1%-45.1pp |
| Annual return | 15.80% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,368 | $4,961-72.4% | $4,693-70.9% | $4,299-68.2% |
| Participant deferral / active EE | $5,129 | $8,310-38.3% | $7,997-35.9% | $6,507-21.2% |
| Admin fee / account holder | $14,506 | $14,846-2.3% | $13,435+8.0% | $12,624+14.9% |