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 | $51,304 | $112,881-54.6% | $90,951-43.6% | $158,922-67.7% |
| Participation rate | 30.8% | 74.7%-44.0pp | 69.0%-38.2pp | 82.0%-51.2pp |
| Annual return | 9.25% | 215.79%-206.5pp | 134.60%-125.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,255 | $2,893-56.6% | $2,122-40.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,156 | $4,128-23.5% | $3,373-6.4% | $5,982-47.2% |
| Admin fee / account holder | $3,179 | $8,041-60.5% | $5,959-46.6% | $11,246-71.7% |