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 | $29,324 | $81,460-64.0% | $103,333-71.6% | $80,856-63.7% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.1pp | 67.6%-22.2pp |
| Annual return | 55.04% | 25.55%+29.5pp | 24.88%+30.2pp | 35.59%+19.4pp |
| Employer contribution / active EE | $1,454 | $3,105-53.2% | $3,868-62.4% | $2,755-47.2% |
| Participant deferral / active EE | $3,146 | $3,869-18.7% | $5,057-37.8% | $4,296-26.8% |
| Admin fee / account holder | $1,624 | $6,566-75.3% | $8,355-80.6% | $6,918-76.5% |