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 | $35,367 | $179,726-80.3% | $156,263-77.4% | $142,382-75.2% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 17.41% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,039 | $5,069-59.8% | $4,333-52.9% | $4,299-52.6% |
| Participant deferral / active EE | $4,383 | $6,956-37.0% | $6,158-28.8% | $6,507-32.6% |
| Admin fee / account holder | $3,113 | $17,272-82.0% | $14,255-78.2% | $12,624-75.3% |