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 | $39,407 | $124,281-68.3% | $109,143-63.9% | $167,490-76.5% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 15.43% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,196 | $4,207-71.6% | $3,722-67.9% | $4,837-75.3% |
| Participant deferral / active EE | $3,795 | $5,255-27.8% | $4,653-18.4% | $6,341-40.2% |
| Admin fee / account holder | $317 | $7,970-96.0% | $6,752-95.3% | $12,309-97.4% |