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 | $60,054 | $91,190-34.1% | $178,490-66.4% | $79,858-24.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 12.17% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,014 | $3,256-68.8% | $5,011-79.8% | $2,471-58.9% |
| Participant deferral / active EE | $3,399 | $3,236+5.0% | $5,202-34.7% | $3,740-9.1% |
| Admin fee / account holder | $960 | $6,751-85.8% | $13,984-93.1% | $5,306-81.9% |