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 | $69,360 | $86,944-20.2% | $107,525-35.5% | $74,304-6.7% |
| Participation rate | 38.0% | 59.6%-21.5pp | 75.1%-37.0pp | 60.3%-22.3pp |
| Annual return | 21.19% | 23.52%-2.3pp | 181.32%-160.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,427 | $2,757-48.2% | $3,754-62.0% | $2,241-36.3% |
| Participant deferral / active EE | $3,461 | $3,554-2.6% | $5,116-32.3% | $3,767-8.1% |
| Admin fee / account holder | $4,286 | $3,727+15.0% | $8,919-51.9% | $2,969+44.4% |