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 | $24,455 | $115,708-78.9% | $65,255-62.5% | $139,434-82.5% |
| Participation rate | 57.1% | 67.8%-10.7pp | 65.0%-7.8pp | 80.3%-23.2pp |
| Annual return | 16.76% | 31.19%-14.4pp | 47.35%-30.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,417 | $2,599+31.5% | $1,691+102.1% | $4,751-28.1% |
| Participant deferral / active EE | $9,803 | $4,240+131.2% | $2,831+246.3% | $6,710+46.1% |
| Admin fee / account holder | $4,671 | $6,698-30.3% | $4,112+13.6% | $11,403-59.0% |