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 | $28,812 | $148,534-80.6% | $135,903-78.8% | $139,434-79.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 19.39% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,903 | $5,243-63.7% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $3,453 | $8,100-57.4% | $7,758-55.5% | $6,710-48.5% |
| Admin fee / account holder | $807 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |