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 | $75,549 | $86,944-13.1% | $107,525-29.7% | $74,304+1.7% |
| Participation rate | 30.4% | 59.6%-29.1pp | 75.1%-44.6pp | 60.3%-29.9pp |
| Annual return | 42.40% | 23.52%+18.9pp | 181.32%-138.9pp | 29.43%+13.0pp |
| Employer contribution / active EE | $1,298 | $2,757-52.9% | $3,754-65.4% | $2,241-42.1% |
| Participant deferral / active EE | $2,991 | $3,554-15.9% | $5,116-41.5% | $3,767-20.6% |
| Admin fee / account holder | $884 | $3,727-76.3% | $8,919-90.1% | $2,969-70.2% |