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 | $65,111 | $53,053+22.7% | $126,539-48.5% | $74,304-12.4% |
| Participation rate | 33.9% | 48.0%-14.1pp | 69.8%-35.9pp | 60.3%-26.5pp |
| Annual return | 14.08% | 29.46%-15.4pp | 425.95%-411.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $889 | $1,168-23.8% | $3,674-75.8% | $2,241-60.3% |
| Participant deferral / active EE | $2,368 | $2,303+2.8% | $4,083-42.0% | $3,767-37.1% |
| Admin fee / account holder | $9,572 | $3,698+158.9% | $6,065+57.8% | $2,969+222.4% |