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 | $30,215 | $85,022-64.5% | $70,515-57.2% | $139,434-78.3% |
| Participation rate | 30.0% | 73.9%-43.9pp | 68.3%-38.3pp | 80.3%-50.3pp |
| Annual return | 19.98% | 30.38%-10.4pp | 32.77%-12.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,316 | $3,909-66.3% | $2,973-55.8% | $4,751-72.3% |
| Participant deferral / active EE | $3,036 | $5,890-48.5% | $4,567-33.5% | $6,710-54.8% |
| Admin fee / account holder | $6,147 | $8,906-31.0% | $6,412-4.1% | $11,403-46.1% |