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 8-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 | $84,512 | $117,983-28.4% | $101,794-17.0% | $142,382-40.6% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.2%-7.6pp | 80.1%-18.6pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,682 | $2,773-39.3% | $2,289-26.5% | $4,299-60.9% |
| Participant deferral / active EE | $3,863 | $4,714-18.0% | $4,084-5.4% | $6,507-40.6% |
| Admin fee / account holder | $690 | $10,433-93.4% | $8,777-92.1% | $12,624-94.5% |