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 | $64,544 | $214,378-69.9% | $200,582-67.8% | $142,382-54.7% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 20.98% | 46.41%-25.4pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,609 | $6,841-61.9% | $6,419-59.4% | $4,299-39.3% |
| Participant deferral / active EE | $3,564 | $9,865-63.9% | $9,331-61.8% | $6,507-45.2% |
| Admin fee / account holder | $9,452 | $17,692-46.6% | $16,305-42.0% | $12,624-25.1% |