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 | $80,909 | $165,912-51.2% | $122,332-33.9% | $147,584-45.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 19.20% | 34.55%-15.4pp | 30.27%-11.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,358 | $5,754-41.7% | $4,050-17.1% | $4,876-31.1% |
| Participant deferral / active EE | $5,998 | $4,005+49.7% | $3,287+82.5% | $5,439+10.3% |
| Admin fee / account holder | $1,053 | $7,424-85.8% | $5,478-80.8% | $10,885-90.3% |