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 | $60,222 | $185,822-67.6% | $169,993-64.6% | $139,434-56.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 14.96% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,222 | $7,590-70.7% | $6,785-67.2% | $4,751-53.2% |
| Participant deferral / active EE | $11,173 | $11,622-3.9% | $10,408+7.4% | $6,710+66.5% |
| Admin fee / account holder | $1,668 | $15,381-89.2% | $12,815-87.0% | $11,403-85.4% |