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 6-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 | $65,541 | $104,974-37.6% | $95,585-31.4% | $142,382-54.0% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 20.76% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,295 | $2,779-53.4% | $2,527-48.7% | $4,299-69.9% |
| Participant deferral / active EE | $6,361 | $4,352+46.2% | $4,023+58.1% | $6,507-2.2% |
| Admin fee / account holder | $5,928 | $6,386-7.2% | $6,127-3.3% | $12,624-53.0% |