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 6-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 | $90,521 | $169,032-46.4% | $129,207-29.9% | $145,922-38.0% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.6%-17.0pp | 80.3%-27.6pp |
| Annual return | 15.01% | 14330.11%-14315.1pp | 9417.33%-9402.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,401 | $5,537-56.6% | $4,153-42.2% | $4,660-48.5% |
| Participant deferral / active EE | $6,479 | $4,987+29.9% | $4,168+55.5% | $6,688-3.1% |
| Admin fee / account holder | $3,887 | $9,954-61.0% | $7,715-49.6% | $13,397-71.0% |