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 | $91,527 | $185,822-50.7% | $169,993-46.2% | $139,434-34.4% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 20.52% | 60.50%-40.0pp | 53.37%-32.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,439 | $7,590-67.9% | $6,785-64.1% | $4,751-48.7% |
| Participant deferral / active EE | $8,927 | $11,622-23.2% | $10,408-14.2% | $6,710+33.0% |
| Admin fee / account holder | $3,931 | $15,381-74.4% | $12,815-69.3% | $11,403-65.5% |