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 | $59,053 | $77,899-24.2% | $149,673-60.5% | $75,163-21.4% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 16.93% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,322 | $3,137-57.9% | $4,818-72.6% | $2,670-50.5% |
| Participant deferral / active EE | $4,881 | $3,411+43.1% | $5,680-14.1% | $4,125+18.3% |
| Admin fee / account holder | $6,221 | $5,956+4.4% | $13,210-52.9% | $5,651+10.1% |