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 8-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 | $25,772 | $124,281-79.3% | $109,143-76.4% | $167,490-84.6% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 13.89% | 26.04%-12.1pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,668 | $4,207-60.4% | $3,722-55.2% | $4,837-65.5% |
| Participant deferral / active EE | $3,436 | $5,255-34.6% | $4,653-26.2% | $6,341-45.8% |
| Admin fee / account holder | $361 | $7,970-95.5% | $6,752-94.7% | $12,309-97.1% |