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 | $19,409 | $104,664-81.5% | $85,682-77.3% | $167,490-88.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 18.05% | 21.45%-3.4pp | 21.49%-3.4pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,896 | $3,337-43.2% | $2,618-27.6% | $4,837-60.8% |
| Participant deferral / active EE | $3,907 | $4,824-19.0% | $3,923-0.4% | $6,341-38.4% |
| Admin fee / account holder | $5,505 | $10,032-45.1% | $6,873-19.9% | $12,309-55.3% |