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 | $31,501 | $114,381-72.5% | $107,525-70.7% | $142,382-77.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 12.33% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,973 | $4,015-50.9% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $4,620 | $5,564-17.0% | $5,116-9.7% | $6,507-29.0% |
| Admin fee / account holder | $6,347 | $9,860-35.6% | $8,919-28.8% | $12,624-49.7% |