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 | $58,702 | $214,378-72.6% | $200,582-70.7% | $142,382-58.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | 14.93% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,683 | $6,841-75.4% | $6,419-73.8% | $4,299-60.9% |
| Participant deferral / active EE | $6,180 | $9,865-37.4% | $9,331-33.8% | $6,507-5.0% |
| Admin fee / account holder | $1,716 | $17,692-90.3% | $16,305-89.5% | $12,624-86.4% |