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 | $64,014 | $117,983-45.7% | $101,794-37.1% | $142,382-55.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 11.82% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,032 | $2,773-62.8% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $1,839 | $4,714-61.0% | $4,084-55.0% | $6,507-71.7% |
| Admin fee / account holder | $846 | $10,433-91.9% | $8,777-90.4% | $12,624-93.3% |