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 | $67,906 | $89,753-24.3% | $107,525-36.8% | $84,808-19.9% |
| Participation rate | 36.1% | 68.1%-31.9pp | 75.1%-39.0pp | 68.3%-32.2pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,278 | $3,113-58.9% | $3,754-65.9% | $2,631-51.4% |
| Participant deferral / active EE | $2,503 | $4,056-38.3% | $5,116-51.1% | $4,212-40.6% |
| Admin fee / account holder | $15,564 | $7,222+115.5% | $8,919+74.5% | $7,344+111.9% |