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 | $60,486 | $95,266-36.5% | $82,389-26.6% | $142,382-57.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 17.74% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,117 | $2,991-29.2% | $2,517-15.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,910 | $4,809+2.1% | $4,155+18.2% | $6,507-24.5% |
| Admin fee / account holder | $327 | $8,563-96.2% | $7,231-95.5% | $12,624-97.4% |