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 | $57,640 | $95,266-39.5% | $82,389-30.0% | $142,382-59.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.5%-24.1pp | 80.1%-34.7pp |
| Annual return | 17.57% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,966 | $2,991-34.3% | $2,517-21.9% | $4,299-54.3% |
| Participant deferral / active EE | $6,772 | $4,809+40.8% | $4,155+63.0% | $6,507+4.1% |
| Admin fee / account holder | $3,526 | $8,563-58.8% | $7,231-51.2% | $12,624-72.1% |