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 | $20,582 | $111,754-81.6% | $103,333-80.1% | $145,922-85.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.33% | 24.77%-5.4pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,141 | $4,212-25.4% | $3,868-18.8% | $4,660-32.6% |
| Participant deferral / active EE | $5,834 | $5,619+3.8% | $5,057+15.4% | $6,688-12.8% |
| Admin fee / account holder | $1,363 | $9,750-86.0% | $8,355-83.7% | $13,397-89.8% |