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 | $68,563 | $78,672-12.8% | $109,143-37.2% | $85,850-20.1% |
| Participation rate | 30.4% | 68.3%-37.9pp | 75.9%-45.5pp | 69.3%-38.9pp |
| Annual return | 11.97% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,295 | $2,735-52.6% | $3,722-65.2% | $2,565-49.5% |
| Participant deferral / active EE | $2,437 | $3,467-29.7% | $4,653-47.6% | $3,952-38.3% |
| Admin fee / account holder | $526 | $5,469-90.4% | $6,752-92.2% | $6,260-91.6% |