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 | $88,162 | $48,795+80.7% | $65,493+34.6% | $84,808+4.0% |
| Participation rate | 63.9% | 67.0%-3.1pp | 73.1%-9.2pp | 68.3%-4.5pp |
| Annual return | 13.24% | 20.20%-7.0pp | 982.45%-969.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $723 | $1,930-62.5% | $2,574-71.9% | $2,631-72.5% |
| Participant deferral / active EE | $2,209 | $2,928-24.6% | $3,961-44.2% | $4,212-47.6% |
| Admin fee / account holder | $1,478 | $3,877-61.9% | $5,028-70.6% | $7,344-79.9% |