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 | $39,510 | $114,381-65.5% | $107,525-63.3% | $142,382-72.3% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.1%-40.1pp | 80.1%-45.1pp |
| Annual return | 22.24% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,394 | $4,015-65.3% | $3,754-62.9% | $4,299-67.6% |
| Participant deferral / active EE | $4,634 | $5,564-16.7% | $5,116-9.4% | $6,507-28.8% |
| Admin fee / account holder | $2,040 | $9,860-79.3% | $8,919-77.1% | $12,624-83.8% |