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 6-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 | $20,802 | $74,888-72.2% | $71,209-70.8% | $142,382-85.4% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.1%-61.4pp |
| Annual return | 15.56% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $647 | $2,854-77.3% | $2,721-76.2% | $4,299-85.0% |
| Participant deferral / active EE | $966 | $4,454-78.3% | $4,175-76.9% | $6,507-85.2% |
| Admin fee / account holder | $5,267 | $5,568-5.4% | $5,349-1.5% | $12,624-58.3% |