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 | $60,401 | $51,576+17.1% | $129,207-53.3% | $80,856-25.3% |
| Participation rate | 52.3% | 57.0%-4.7pp | 69.6%-17.3pp | 67.6%-15.4pp |
| Annual return | 16.26% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,708 | $1,584+7.8% | $4,153-58.9% | $2,755-38.0% |
| Participant deferral / active EE | $3,134 | $2,669+17.4% | $4,168-24.8% | $4,296-27.0% |
| Admin fee / account holder | $850 | $4,305-80.2% | $7,715-89.0% | $6,918-87.7% |