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 | $44,702 | $149,734-70.1% | $118,925-62.4% | $158,922-71.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 22.41% | 19.95%+2.5pp | 35.88%-13.5pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,501 | $4,115+9.4% | $3,263+37.9% | $4,761-5.5% |
| Participant deferral / active EE | $3,772 | $5,223-27.8% | $4,265-11.6% | $5,982-36.9% |
| Admin fee / account holder | $1,333 | $8,603-84.5% | $6,581-79.7% | $11,246-88.1% |