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 5-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 | $83,226 | $177,572-53.1% | $154,803-46.2% | $142,382-41.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 16.76% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,291 | $4,810-52.4% | $4,305-46.8% | $4,299-46.7% |
| Participant deferral / active EE | $6,095 | $6,272-2.8% | $5,540+10.0% | $6,507-6.3% |
| Admin fee / account holder | $1,348 | $16,786-92.0% | $14,329-90.6% | $12,624-89.3% |