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 | $49,476 | $62,573-20.9% | $85,682-42.3% | $85,850-42.4% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.6pp |
| Annual return | 17.69% | 23.77%-6.1pp | 21.49%-3.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,937 | $1,757+124.1% | $2,618+50.3% | $2,565+53.5% |
| Participant deferral / active EE | $3,009 | $2,802+7.4% | $3,923-23.3% | $3,952-23.9% |
| Admin fee / account holder | $9,602 | $4,640+106.9% | $6,873+39.7% | $6,260+53.4% |