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 | $44,052 | $117,841-62.6% | $102,423-57.0% | $145,922-69.8% |
| Participation rate | 31.6% | 78.6%-47.0pp | 76.5%-44.9pp | 80.3%-48.7pp |
| Annual return | 9.26% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $914 | $3,615-74.7% | $3,023-69.8% | $4,660-80.4% |
| Participant deferral / active EE | $3,536 | $5,731-38.3% | $5,053-30.0% | $6,688-47.1% |
| Admin fee / account holder | $1,934 | $13,326-85.5% | $9,451-79.5% | $13,397-85.6% |