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 | $76,561 | $81,460-6.0% | $103,333-25.9% | $80,856-5.3% |
| Participation rate | 25.8% | 66.8%-41.0pp | 74.5%-48.7pp | 67.6%-41.8pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,038 | $3,105-66.6% | $3,868-73.2% | $2,755-62.3% |
| Participant deferral / active EE | $2,492 | $3,869-35.6% | $5,057-50.7% | $4,296-42.0% |
| Admin fee / account holder | $16,435 | $6,566+150.3% | $8,355+96.7% | $6,918+137.6% |