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 6-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 | $22,786 | $117,983-80.7% | $101,794-77.6% | $142,382-84.0% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.2%-28.3pp | 80.1%-39.2pp |
| Annual return | 21.52% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,483 | $2,773-46.5% | $2,289-35.2% | $4,299-65.5% |
| Participant deferral / active EE | $3,410 | $4,714-27.7% | $4,084-16.5% | $6,507-47.6% |
| Admin fee / account holder | $4,696 | $10,433-55.0% | $8,777-46.5% | $12,624-62.8% |