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 | $30,485 | $106,515-71.4% | $96,683-68.5% | $139,434-78.1% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 52.18% | 38.43%+13.8pp | 35.69%+16.5pp | 372.94%-320.8pp |
| Employer contribution / active EE | $2,458 | $4,103-40.1% | $3,737-34.2% | $4,751-48.3% |
| Participant deferral / active EE | $4,305 | $5,454-21.1% | $4,878-11.7% | $6,710-35.8% |
| Admin fee / account holder | $7,200 | $7,877-8.6% | $6,730+7.0% | $11,403-36.9% |