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 | $66,893 | $108,172-38.2% | $77,482-13.7% | $158,922-57.9% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 16.95% | 31.67%-14.7pp | 54.79%-37.8pp | 302.83%-285.9pp |
| Employer contribution / active EE | $829 | $1,325-37.4% | $986-15.9% | $4,761-82.6% |
| Participant deferral / active EE | $3,960 | $2,456+61.2% | $1,861+112.8% | $5,982-33.8% |
| Admin fee / account holder | $1,333 | $3,708-64.0% | $2,858-53.3% | $11,246-88.1% |