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 | $30,885 | $177,572-82.6% | $154,803-80.0% | $142,382-78.3% |
| Participation rate | 26.3% | 82.1%-55.7pp | 78.1%-51.8pp | 80.1%-53.8pp |
| Annual return | 32.13% | 65.07%-32.9pp | 58.88%-26.8pp | 217.08%-184.9pp |
| Employer contribution / active EE | $1,217 | $4,810-74.7% | $4,305-71.7% | $4,299-71.7% |
| Participant deferral / active EE | $2,775 | $6,272-55.8% | $5,540-49.9% | $6,507-57.4% |
| Admin fee / account holder | $1,428 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |