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 | $26,883 | $93,571-71.3% | $135,903-80.2% | $75,163-64.2% |
| Participation rate | 53.4% | 75.2%-21.7pp | 81.9%-28.5pp | 67.2%-13.7pp |
| Annual return | 25.27% | 30.90%-5.6pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,874 | $3,537-47.0% | $4,856-61.4% | $2,670-29.8% |
| Participant deferral / active EE | $3,633 | $6,404-43.3% | $7,758-53.2% | $4,125-11.9% |
| Admin fee / account holder | $703 | $6,975-89.9% | $10,762-93.5% | $5,651-87.6% |