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 7-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 | $53,797 | $177,572-69.7% | $154,803-65.2% | $142,382-62.2% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.1%-13.1pp | 80.1%-15.1pp |
| Annual return | 18.87% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,479 | $4,810-69.3% | $4,305-65.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,690 | $6,272-25.2% | $5,540-15.3% | $6,507-27.9% |
| Admin fee / account holder | $4,535 | $16,786-73.0% | $14,329-68.4% | $12,624-64.1% |