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 | $27,214 | $54,705-50.3% | $71,209-61.8% | $84,808-67.9% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.8%-9.8pp | 68.3%-4.3pp |
| Annual return | 20.35% | 35.90%-15.5pp | 282.51%-262.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,563 | $2,158-27.6% | $2,721-42.6% | $2,631-40.6% |
| Participant deferral / active EE | $4,607 | $3,030+52.0% | $4,175+10.3% | $4,212+9.4% |
| Admin fee / account holder | $4,435 | $4,863-8.8% | $5,349-17.1% | $7,344-39.6% |