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 | $40,116 | $99,877-59.8% | $84,966-52.8% | $145,922-72.5% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-26.9pp |
| Annual return | 16.65% | 83.76%-67.1pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,316 | $3,231-28.3% | $2,727-15.1% | $4,660-50.3% |
| Participant deferral / active EE | $5,794 | $5,291+9.5% | $4,519+28.2% | $6,688-13.4% |
| Admin fee / account holder | $5,763 | $7,248-20.5% | $6,149-6.3% | $13,397-57.0% |