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 7-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 | $59,150 | $163,101-63.7% | $136,749-56.7% | $142,382-58.5% |
| Participation rate | 30.8% | 78.2%-47.5pp | 72.1%-41.4pp | 80.1%-49.4pp |
| Annual return | 16.64% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,628 | $4,117-60.4% | $3,400-52.1% | $4,299-62.1% |
| Participant deferral / active EE | $3,034 | $5,585-45.7% | $4,692-35.3% | $6,507-53.4% |
| Admin fee / account holder | $2,122 | $14,318-85.2% | $11,386-81.4% | $12,624-83.2% |