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 | $80,296 | $214,378-62.5% | $200,582-60.0% | $142,382-43.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 17.83% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,203 | $6,841-38.6% | $6,419-34.5% | $4,299-2.2% |
| Participant deferral / active EE | $7,879 | $9,865-20.1% | $9,331-15.6% | $6,507+21.1% |
| Admin fee / account holder | $306 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |