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 | $30,709 | $148,534-79.3% | $135,903-77.4% | $139,434-78.0% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 23.38% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,469 | $5,243-52.9% | $4,856-49.2% | $4,751-48.0% |
| Participant deferral / active EE | $5,056 | $8,100-37.6% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $1,362 | $12,400-89.0% | $10,762-87.3% | $11,403-88.1% |