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 6-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 | $44,831 | $104,974-57.3% | $95,585-53.1% | $142,382-68.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 19.58% | 210.33%-190.7pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $656 | $2,779-76.4% | $2,527-74.0% | $4,299-84.7% |
| Participant deferral / active EE | $4,177 | $4,352-4.0% | $4,023+3.8% | $6,507-35.8% |
| Admin fee / account holder | $2,682 | $6,386-58.0% | $6,127-56.2% | $12,624-78.8% |