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 7-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 | $30,790 | $106,515-71.1% | $96,683-68.2% | $139,434-77.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.17% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,375 | $4,103-66.5% | $3,737-63.2% | $4,751-71.1% |
| Participant deferral / active EE | $3,311 | $5,454-39.3% | $4,878-32.1% | $6,710-50.7% |
| Admin fee / account holder | $1,325 | $7,877-83.2% | $6,730-80.3% | $11,403-88.4% |