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 | $42,292 | $111,754-62.2% | $103,333-59.1% | $145,922-71.0% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 10.56% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,830 | $4,212-56.6% | $3,868-52.7% | $4,660-60.7% |
| Participant deferral / active EE | $5,074 | $5,619-9.7% | $5,057+0.3% | $6,688-24.1% |
| Admin fee / account holder | $2,725 | $9,750-72.1% | $8,355-67.4% | $13,397-79.7% |