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 | $67,754 | $115,770-41.5% | $101,248-33.1% | $158,922-57.4% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 14.03% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,202 | $4,175-71.2% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $4,075 | $4,957-17.8% | $4,370-6.8% | $5,982-31.9% |
| Admin fee / account holder | $1,230 | $7,245-83.0% | $5,945-79.3% | $11,246-89.1% |