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 | $12,223 | $117,983-89.6% | $101,794-88.0% | $142,382-91.4% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.2%-4.5pp | 80.1%-15.4pp |
| Annual return | 21.18% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,503 | $2,773-45.8% | $2,289-34.4% | $4,299-65.0% |
| Participant deferral / active EE | $1,606 | $4,714-65.9% | $4,084-60.7% | $6,507-75.3% |
| Admin fee / account holder | $1,441 | $10,433-86.2% | $8,777-83.6% | $12,624-88.6% |