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 | $42,850 | $159,602-73.2% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 18.86% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,354 | $4,961-72.7% | $4,693-71.1% | $4,299-68.5% |
| Participant deferral / active EE | $4,962 | $8,310-40.3% | $7,997-38.0% | $6,507-23.8% |
| Admin fee / account holder | $936 | $14,846-93.7% | $13,435-93.0% | $12,624-92.6% |