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 3-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 | $29,767 | $104,974-71.6% | $95,585-68.9% | $142,382-79.1% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.1%-13.0pp | 80.1%-21.0pp |
| Annual return | 33.91% | 210.33%-176.4pp | 38.56%-4.7pp | 217.08%-183.2pp |
| Employer contribution / active EE | $5,214 | $2,779+87.6% | $2,527+106.4% | $4,299+21.3% |
| Participant deferral / active EE | $3,778 | $4,352-13.2% | $4,023-6.1% | $6,507-41.9% |
| Admin fee / account holder | $2,710 | $6,386-57.6% | $6,127-55.8% | $12,624-78.5% |