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 8-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 | $56,609 | $148,534-61.9% | $135,903-58.3% | $139,434-59.4% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 28.18% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,466 | $5,243-53.0% | $4,856-49.2% | $4,751-48.1% |
| Participant deferral / active EE | $5,669 | $8,100-30.0% | $7,758-26.9% | $6,710-15.5% |
| Admin fee / account holder | $9,735 | $12,400-21.5% | $10,762-9.5% | $11,403-14.6% |