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 | $88,723 | $201,272-55.9% | $184,203-51.8% | $145,922-39.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 16.88% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,097 | $7,022-70.1% | $6,427-67.4% | $4,660-55.0% |
| Participant deferral / active EE | $6,520 | $9,806-33.5% | $9,131-28.6% | $6,688-2.5% |
| Admin fee / account holder | $568 | $16,364-96.5% | $13,901-95.9% | $13,397-95.8% |