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 | $88,575 | $89,753-1.3% | $107,525-17.6% | $84,808+4.4% |
| Participation rate | 36.3% | 68.1%-31.8pp | 75.1%-38.8pp | 68.3%-32.1pp |
| Annual return | 18.11% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,226 | $3,113-28.5% | $3,754-40.7% | $2,631-15.4% |
| Participant deferral / active EE | $4,124 | $4,056+1.7% | $5,116-19.4% | $4,212-2.1% |
| Admin fee / account holder | $2,055 | $7,222-71.5% | $8,919-77.0% | $7,344-72.0% |