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 | $89,888 | $86,944+3.4% | $107,525-16.4% | $74,304+21.0% |
| Participation rate | 30.0% | 59.6%-29.6pp | 75.1%-45.1pp | 60.3%-30.3pp |
| Annual return | 17.53% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,179 | $2,757-57.2% | $3,754-68.6% | $2,241-47.4% |
| Participant deferral / active EE | $3,516 | $3,554-1.1% | $5,116-31.3% | $3,767-6.7% |
| Admin fee / account holder | $1,720 | $3,727-53.8% | $8,919-80.7% | $2,969-42.1% |