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 | $52,538 | $106,584-50.7% | $101,326-48.1% | $142,382-63.1% |
| Participation rate | 68.8% | 82.7%-13.9pp | 81.5%-12.7pp | 80.1%-11.4pp |
| Annual return | 13.70% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,561 | $3,956-60.5% | $3,665-57.4% | $4,299-63.7% |
| Participant deferral / active EE | $3,280 | $8,297-60.5% | $7,994-59.0% | $6,507-49.6% |
| Admin fee / account holder | $343 | $11,446-97.0% | $11,185-96.9% | $12,624-97.3% |