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 | $27,566 | $179,726-84.7% | $156,263-82.4% | $142,382-80.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 15.66% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,199 | $5,069-56.6% | $4,333-49.3% | $4,299-48.9% |
| Participant deferral / active EE | $6,867 | $6,956-1.3% | $6,158+11.5% | $6,507+5.5% |
| Admin fee / account holder | $2,335 | $17,272-86.5% | $14,255-83.6% | $12,624-81.5% |