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 | $20,775 | $127,065-83.7% | $113,168-81.6% | $142,382-85.4% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 18.20% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,250 | $3,442-63.7% | $2,975-58.0% | $4,299-70.9% |
| Participant deferral / active EE | $3,180 | $5,716-44.4% | $5,107-37.7% | $6,507-51.1% |
| Admin fee / account holder | $1,051 | $15,736-93.3% | $12,068-91.3% | $12,624-91.7% |