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 | $35,616 | $78,672-54.7% | $109,143-67.4% | $85,850-58.5% |
| Participation rate | 57.5% | 68.3%-10.8pp | 75.9%-18.4pp | 69.3%-11.8pp |
| Annual return | 16.39% | 25.09%-8.7pp | 25.75%-9.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,860 | $2,735-32.0% | $3,722-50.0% | $2,565-27.5% |
| Participant deferral / active EE | $2,612 | $3,467-24.7% | $4,653-43.9% | $3,952-33.9% |
| Admin fee / account holder | $5,029 | $5,469-8.1% | $6,752-25.5% | $6,260-19.7% |