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 | $89,862 | $116,175-22.6% | $93,606-4.0% | $152,861-41.2% |
| Participation rate | 58.8% | 78.0%-19.2pp | 75.8%-17.0pp | 82.4%-23.6pp |
| Annual return | 15.30% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,084 | $3,218-35.2% | $2,718-23.3% | $4,762-56.2% |
| Participant deferral / active EE | $3,400 | $4,603-26.1% | $4,069-16.4% | $5,850-41.9% |
| Admin fee / account holder | $370 | $10,748-96.6% | $7,888-95.3% | $11,596-96.8% |