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 | $66,031 | $86,944-24.1% | $107,525-38.6% | $74,304-11.1% |
| Participation rate | 36.6% | 59.6%-22.9pp | 75.1%-38.5pp | 60.3%-23.7pp |
| Annual return | 19.25% | 23.52%-4.3pp | 181.32%-162.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,029 | $2,757-62.7% | $3,754-72.6% | $2,241-54.1% |
| Participant deferral / active EE | $1,746 | $3,554-50.9% | $5,116-65.9% | $3,767-53.6% |
| Admin fee / account holder | $1,724 | $3,727-53.7% | $8,919-80.7% | $2,969-41.9% |