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 6-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 | $102,267 | $201,272-49.2% | $184,203-44.5% | $145,922-29.9% |
| Participation rate | 41.7% | 87.5%-45.8pp | 86.8%-45.2pp | 80.3%-38.6pp |
| Annual return | 11.07% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,715 | $7,022-75.6% | $6,427-73.3% | $4,660-63.2% |
| Participant deferral / active EE | $6,786 | $9,806-30.8% | $9,131-25.7% | $6,688+1.5% |
| Admin fee / account holder | $414 | $16,364-97.5% | $13,901-97.0% | $13,397-96.9% |