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 | $58,731 | $179,726-67.3% | $156,263-62.4% | $142,382-58.8% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.9%-23.9pp | 80.1%-25.1pp |
| Annual return | 18.37% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,874 | $5,069-63.0% | $4,333-56.8% | $4,299-56.4% |
| Participant deferral / active EE | $4,784 | $6,956-31.2% | $6,158-22.3% | $6,507-26.5% |
| Admin fee / account holder | $1,014 | $17,272-94.1% | $14,255-92.9% | $12,624-92.0% |