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 5-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 | $36,353 | $110,261-67.0% | $95,745-62.0% | $139,434-73.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.27% | 27.11%-5.8pp | 28.35%-7.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,319 | $3,257-28.8% | $2,835-18.2% | $4,751-51.2% |
| Participant deferral / active EE | $3,666 | $4,676-21.6% | $4,245-13.6% | $6,710-45.4% |
| Admin fee / account holder | $4,216 | $6,613-36.3% | $5,678-25.8% | $11,403-63.0% |