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 | $50,334 | $89,753-43.9% | $107,525-53.2% | $84,808-40.6% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 13.46% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,880 | $3,113-7.5% | $3,754-23.3% | $2,631+9.5% |
| Participant deferral / active EE | $7,604 | $4,056+87.5% | $5,116+48.7% | $4,212+80.6% |
| Admin fee / account holder | $9,201 | $7,222+27.4% | $8,919+3.2% | $7,344+25.3% |