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 | $51,445 | $49,915+3.1% | $154,803-66.8% | $74,304-30.8% |
| Participation rate | 10.1% | 54.0%-43.9pp | 78.1%-68.0pp | 60.3%-50.3pp |
| Annual return | 12.86% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $328 | $1,611-79.7% | $4,305-92.4% | $2,241-85.4% |
| Participant deferral / active EE | $863 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $5,022 | $2,189+129.4% | $14,329-64.9% | $2,969+69.2% |