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 8-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 | $41,060 | $179,726-77.2% | $156,263-73.7% | $142,382-71.2% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 12.76% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,134 | $5,069-77.6% | $4,333-73.8% | $4,299-73.6% |
| Participant deferral / active EE | $3,227 | $6,956-53.6% | $6,158-47.6% | $6,507-50.4% |
| Admin fee / account holder | $2,240 | $17,272-87.0% | $14,255-84.3% | $12,624-82.3% |