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 | $69,813 | $232,540-70.0% | $185,117-62.3% | $147,584-52.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 6.72% | 43.03%-36.3pp | 40.50%-33.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $3,677 | $5,195-29.2% | $4,182-12.1% | $4,876-24.6% |
| Participant deferral / active EE | $3,677 | $5,834-37.0% | $5,045-27.1% | $5,439-32.4% |
| Admin fee / account holder | $3,080 | $10,275-70.0% | $8,159-62.2% | $10,885-71.7% |