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 | $85,142 | $152,587-44.2% | $125,175-32.0% | $152,861-44.3% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.4%-14.0pp |
| Annual return | 18.77% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,248 | $4,946-74.8% | $3,865-67.7% | $4,762-73.8% |
| Participant deferral / active EE | $4,019 | $5,868-31.5% | $4,937-18.6% | $5,850-31.3% |
| Admin fee / account holder | $6,067 | $13,434-54.8% | $9,702-37.5% | $11,596-47.7% |