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 | $18,588 | $183,519-89.9% | $155,509-88.0% | $145,922-87.3% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 27.20% | 61.17%-34.0pp | 64.67%-37.5pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,020 | $5,313-62.0% | $4,672-56.8% | $4,660-56.6% |
| Participant deferral / active EE | $4,761 | $6,462-26.3% | $5,626-15.4% | $6,688-28.8% |
| Admin fee / account holder | $1,406 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |