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 | $77,720 | $133,922-42.0% | $116,228-33.1% | $142,382-45.4% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.6%-16.7pp | 80.1%-22.2pp |
| Annual return | 17.94% | 147.76%-129.8pp | 90.06%-72.1pp | 217.08%-199.1pp |
| Employer contribution / active EE | $877 | $3,446-74.6% | $2,994-70.7% | $4,299-79.6% |
| Participant deferral / active EE | $2,051 | $5,672-63.8% | $4,953-58.6% | $6,507-68.5% |
| Admin fee / account holder | $370 | $14,945-97.5% | $11,989-96.9% | $12,624-97.1% |