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 | $49,412 | $214,378-77.0% | $200,582-75.4% | $142,382-65.3% |
| Participation rate | 61.9% | 87.4%-25.5pp | 86.9%-25.0pp | 80.1%-18.2pp |
| Annual return | 20.54% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,701 | $6,841-75.1% | $6,419-73.5% | $4,299-60.4% |
| Participant deferral / active EE | $4,846 | $9,865-50.9% | $9,331-48.1% | $6,507-25.5% |
| Admin fee / account holder | $973 | $17,692-94.5% | $16,305-94.0% | $12,624-92.3% |