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 | $65,240 | $94,625-31.1% | $116,228-43.9% | $84,808-23.1% |
| Participation rate | 65.4% | 70.4%-5.1pp | 74.6%-9.2pp | 68.3%-2.9pp |
| Annual return | 13.64% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,932 | $2,347-17.7% | $2,994-35.5% | $2,631-26.6% |
| Participant deferral / active EE | $3,009 | $3,972-24.3% | $4,953-39.3% | $4,212-28.6% |
| Admin fee / account holder | $406 | $10,091-96.0% | $11,989-96.6% | $7,344-94.5% |