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 | $54,939 | $84,556-35.0% | $116,228-52.7% | $74,304-26.1% |
| Participation rate | 57.3% | 66.0%-8.8pp | 74.6%-17.3pp | 60.3%-3.1pp |
| Annual return | 14.97% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,510 | $2,168-30.4% | $2,994-49.6% | $2,241-32.6% |
| Participant deferral / active EE | $2,520 | $3,814-33.9% | $4,953-49.1% | $3,767-33.1% |
| Admin fee / account holder | $10,263 | $3,792+170.7% | $11,989-14.4% | $2,969+245.7% |