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 | $45,661 | $102,828-55.6% | $105,387-56.7% | $152,861-70.1% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.6%-21.0pp | 82.4%-20.9pp |
| Annual return | 24.50% | 20.85%+3.7pp | 26.82%-2.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,498 | $4,473-66.5% | $4,213-64.5% | $4,762-68.6% |
| Participant deferral / active EE | $3,117 | $5,465-43.0% | $5,502-43.3% | $5,850-46.7% |
| Admin fee / account holder | $1,829 | $8,683-78.9% | $6,559-72.1% | $11,596-84.2% |