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 6-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 | $58,744 | $117,983-50.2% | $101,794-42.3% | $142,382-58.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 16.90% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,755 | $2,773-36.7% | $2,289-23.3% | $4,299-59.2% |
| Participant deferral / active EE | $4,769 | $4,714+1.2% | $4,084+16.8% | $6,507-26.7% |
| Admin fee / account holder | $786 | $10,433-92.5% | $8,777-91.0% | $12,624-93.8% |