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 | $78,861 | $114,381-31.1% | $107,525-26.7% | $142,382-44.6% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.1%-22.4pp | 80.1%-27.5pp |
| Annual return | 21.25% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,384 | $4,015-65.5% | $3,754-63.1% | $4,299-67.8% |
| Participant deferral / active EE | $2,808 | $5,564-49.5% | $5,116-45.1% | $6,507-56.8% |
| Admin fee / account holder | $2,567 | $9,860-74.0% | $8,919-71.2% | $12,624-79.7% |