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 3-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 | $26,443 | $214,378-87.7% | $200,582-86.8% | $142,382-81.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 23.90% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,605 | $6,841-76.5% | $6,419-75.0% | $4,299-62.7% |
| Participant deferral / active EE | $5,226 | $9,865-47.0% | $9,331-44.0% | $6,507-19.7% |
| Admin fee / account holder | $1,382 | $17,692-92.2% | $16,305-91.5% | $12,624-89.1% |