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 | $93,147 | $114,381-18.6% | $107,525-13.4% | $142,382-34.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.75% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,893 | $4,015-27.9% | $3,754-22.9% | $4,299-32.7% |
| Participant deferral / active EE | $4,696 | $5,564-15.6% | $5,116-8.2% | $6,507-27.8% |
| Admin fee / account holder | $826 | $9,860-91.6% | $8,919-90.7% | $12,624-93.5% |