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 | $25,080 | $95,862-73.8% | $79,550-68.5% | $134,475-81.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | 22.53% | -2.69%+25.2pp | 0.16%+22.4pp | 417.96%-395.4pp |
| Employer contribution / active EE | $1,290 | $3,128-58.8% | $2,413-46.5% | $4,740-72.8% |
| Participant deferral / active EE | $3,416 | $4,693-27.2% | $3,985-14.3% | $6,400-46.6% |
| Admin fee / account holder | $469 | $9,126-94.9% | $6,832-93.1% | $11,426-95.9% |