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 | $43,972 | $201,272-78.2% | $184,203-76.1% | $145,922-69.9% |
| Participation rate | 56.5% | 87.5%-31.0pp | 86.8%-30.3pp | 80.3%-23.8pp |
| Annual return | 12.88% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,637 | $7,022-76.7% | $6,427-74.5% | $4,660-64.9% |
| Participant deferral / active EE | $3,318 | $9,806-66.2% | $9,131-63.7% | $6,688-50.4% |
| Admin fee / account holder | $1,187 | $16,364-92.7% | $13,901-91.5% | $13,397-91.1% |