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 8-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 | $49,943 | $109,881-54.5% | $150,045-66.7% | $84,808-41.1% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 24.92% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,778 | $3,561-22.0% | $4,693-40.8% | $2,631+5.6% |
| Participant deferral / active EE | $5,605 | $6,636-15.5% | $7,997-29.9% | $4,212+33.1% |
| Admin fee / account holder | $3,459 | $8,568-59.6% | $13,435-74.3% | $7,344-52.9% |