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 5-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 | $36,678 | $114,381-67.9% | $107,525-65.9% | $142,382-74.2% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 22.33% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,557 | $4,015-61.2% | $3,754-58.5% | $4,299-63.8% |
| Participant deferral / active EE | $3,005 | $5,564-46.0% | $5,116-41.3% | $6,507-53.8% |
| Admin fee / account holder | $1,382 | $9,860-86.0% | $8,919-84.5% | $12,624-89.1% |