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 | $66,766 | $100,923-33.8% | $150,045-55.5% | $74,304-10.1% |
| Participation rate | 38.5% | 70.1%-31.6pp | 82.3%-43.9pp | 60.3%-21.9pp |
| Annual return | 22.29% | 51.77%-29.5pp | 62.55%-40.3pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,980 | $3,463-42.8% | $4,693-57.8% | $2,241-11.6% |
| Participant deferral / active EE | $4,428 | $6,709-34.0% | $7,997-44.6% | $3,767+17.5% |
| Admin fee / account holder | $2,303 | $2,767-16.8% | $13,435-82.9% | $2,969-22.4% |