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 7-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 | $27,424 | $111,754-75.5% | $103,333-73.5% | $145,922-81.2% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.3pp |
| Annual return | 12.22% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,329 | $4,212-68.4% | $3,868-65.6% | $4,660-71.5% |
| Participant deferral / active EE | $2,831 | $5,619-49.6% | $5,057-44.0% | $6,688-57.7% |
| Admin fee / account holder | $2,559 | $9,750-73.8% | $8,355-69.4% | $13,397-80.9% |