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 9-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 | $40,096 | $104,251-61.5% | $91,001-55.9% | $147,584-72.8% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.6%-17.3pp | 82.8%-24.5pp |
| Annual return | 18.90% | 27.06%-8.2pp | 4.60%+14.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,333 | $3,116-57.2% | $2,456-45.7% | $4,876-72.7% |
| Participant deferral / active EE | $2,823 | $4,195-32.7% | $3,547-20.4% | $5,439-48.1% |
| Admin fee / account holder | $519 | $8,948-94.2% | $5,417-90.4% | $10,885-95.2% |