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 | $89,689 | $117,983-24.0% | $101,794-11.9% | $142,382-37.0% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 20.26% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,228 | $2,773-55.7% | $2,289-46.4% | $4,299-71.4% |
| Participant deferral / active EE | $4,087 | $4,714-13.3% | $4,084+0.1% | $6,507-37.2% |
| Admin fee / account holder | $932 | $10,433-91.1% | $8,777-89.4% | $12,624-92.6% |