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 | $41,216 | $77,899-47.1% | $149,673-72.5% | $75,163-45.2% |
| Participation rate | 51.4% | 65.6%-14.2pp | 78.8%-27.4pp | 67.2%-15.8pp |
| Annual return | 30.35% | 31.72%-1.4pp | 134.42%-104.1pp | 160.62%-130.3pp |
| Employer contribution / active EE | $1,705 | $3,137-45.7% | $4,818-64.6% | $2,670-36.1% |
| Participant deferral / active EE | $3,480 | $3,411+2.0% | $5,680-38.7% | $4,125-15.6% |
| Admin fee / account holder | $1,134 | $5,956-81.0% | $13,210-91.4% | $5,651-79.9% |