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 10-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 | $37,319 | $124,319-70.0% | $111,297-66.5% | $167,490-77.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 14.97% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,079 | $3,435-39.5% | $2,731-23.9% | $4,837-57.0% |
| Participant deferral / active EE | $3,057 | $5,180-41.0% | $4,487-31.9% | $6,341-51.8% |
| Admin fee / account holder | $3,551 | $10,618-66.6% | $7,964-55.4% | $12,309-71.1% |