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 10-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 | $28,164 | $228,332-87.7% | $185,823-84.8% | $158,922-82.3% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 17.34% | 40.80%-23.5pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $570 | $4,967-88.5% | $4,087-86.0% | $4,761-88.0% |
| Participant deferral / active EE | $1,519 | $6,415-76.3% | $5,632-73.0% | $5,982-74.6% |
| Admin fee / account holder | $1,394 | $11,864-88.3% | $9,500-85.3% | $11,246-87.6% |