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 8-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 | $65,273 | $112,096-41.8% | $95,952-32.0% | $158,922-58.9% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 16.21% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,740 | $3,198-45.6% | $2,541-31.5% | $4,761-63.5% |
| Participant deferral / active EE | $4,008 | $4,784-16.2% | $4,167-3.8% | $5,982-33.0% |
| Admin fee / account holder | $2,216 | $10,130-78.1% | $6,795-67.4% | $11,246-80.3% |