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 7-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 | $60,248 | $94,338-36.1% | $100,534-40.1% | $142,382-57.7% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 15.85% | 29.20%-13.3pp | 32.66%-16.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,902 | $4,237-55.1% | $4,346-56.3% | $4,299-55.8% |
| Participant deferral / active EE | $4,884 | $5,934-17.7% | $6,144-20.5% | $6,507-24.9% |
| Admin fee / account holder | $1,227 | $8,421-85.4% | $7,654-84.0% | $12,624-90.3% |