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 7-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 | $73,559 | $91,190-19.3% | $178,490-58.8% | $79,858-7.9% |
| Participation rate | 65.1% | 69.2%-4.1pp | 81.9%-16.8pp | 69.6%-4.5pp |
| Annual return | 19.24% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,946 | $3,256-40.2% | $5,011-61.2% | $2,471-21.3% |
| Participant deferral / active EE | $5,170 | $3,236+59.8% | $5,202-0.6% | $3,740+38.2% |
| Admin fee / account holder | $8,852 | $6,751+31.1% | $13,984-36.7% | $5,306+66.8% |