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 | $46,164 | $159,602-71.1% | $150,045-69.2% | $142,382-67.6% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 12.91% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,222 | $4,961-55.2% | $4,693-52.7% | $4,299-48.3% |
| Participant deferral / active EE | $4,702 | $8,310-43.4% | $7,997-41.2% | $6,507-27.7% |
| Admin fee / account holder | $8,403 | $14,846-43.4% | $13,435-37.5% | $12,624-33.4% |