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 6-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 | $63,556 | $89,753-29.2% | $107,525-40.9% | $84,808-25.1% |
| Participation rate | 37.7% | 68.1%-30.4pp | 75.1%-37.4pp | 68.3%-30.6pp |
| Annual return | 15.13% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,308 | $3,113-58.0% | $3,754-65.1% | $2,631-50.3% |
| Participant deferral / active EE | $2,845 | $4,056-29.9% | $5,116-44.4% | $4,212-32.5% |
| Admin fee / account holder | $3,630 | $7,222-49.7% | $8,919-59.3% | $7,344-50.6% |