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 | $56,270 | $51,576+9.1% | $129,207-56.4% | $80,856-30.4% |
| Participation rate | 15.8% | 57.0%-41.2pp | 69.6%-53.8pp | 67.6%-51.8pp |
| Annual return | 18.83% | 20.81%-2.0pp | 9417.33%-9398.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $651 | $1,584-58.9% | $4,153-84.3% | $2,755-76.4% |
| Participant deferral / active EE | $1,506 | $2,669-43.6% | $4,168-63.9% | $4,296-64.9% |
| Admin fee / account holder | $1,473 | $4,305-65.8% | $7,715-80.9% | $6,918-78.7% |