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 6-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 | $24,987 | $77,899-67.9% | $149,673-83.3% | $75,163-66.8% |
| Participation rate | 24.4% | 65.6%-41.2pp | 78.8%-54.4pp | 67.2%-42.8pp |
| Annual return | 24.79% | 31.72%-6.9pp | 134.42%-109.6pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,106 | $3,137-64.7% | $4,818-77.0% | $2,670-58.6% |
| Participant deferral / active EE | $2,360 | $3,411-30.8% | $5,680-58.4% | $4,125-42.8% |
| Admin fee / account holder | $10,371 | $5,956+74.1% | $13,210-21.5% | $5,651+83.5% |