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 | $61,921 | $77,899-20.5% | $149,673-58.6% | $75,163-17.6% |
| Participation rate | 27.8% | 65.6%-37.8pp | 78.8%-51.0pp | 67.2%-39.4pp |
| Annual return | 18.93% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $988 | $3,137-68.5% | $4,818-79.5% | $2,670-63.0% |
| Participant deferral / active EE | $2,108 | $3,411-38.2% | $5,680-62.9% | $4,125-48.9% |
| Admin fee / account holder | $3,257 | $5,956-45.3% | $13,210-75.3% | $5,651-42.4% |