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 | $52,693 | $201,272-73.8% | $184,203-71.4% | $145,922-63.9% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 14.20% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,960 | $7,022-43.6% | $6,427-38.4% | $4,660-15.0% |
| Participant deferral / active EE | $9,283 | $9,806-5.3% | $9,131+1.7% | $6,688+38.8% |
| Admin fee / account holder | $3,818 | $16,364-76.7% | $13,901-72.5% | $13,397-71.5% |