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 3-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 | $25,532 | $109,881-76.8% | $150,045-83.0% | $84,808-69.9% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,200 | $3,561-66.3% | $4,693-74.4% | $2,631-54.4% |
| Participant deferral / active EE | $2,624 | $6,636-60.5% | $7,997-67.2% | $4,212-37.7% |
| Admin fee / account holder | $2,877 | $8,568-66.4% | $13,435-78.6% | $7,344-60.8% |