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 | $45,366 | $201,272-77.5% | $184,203-75.4% | $145,922-68.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.45% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,303 | $7,022-53.0% | $6,427-48.6% | $4,660-29.1% |
| Participant deferral / active EE | $9,480 | $9,806-3.3% | $9,131+3.8% | $6,688+41.8% |
| Admin fee / account holder | $12,019 | $16,364-26.5% | $13,901-13.5% | $13,397-10.3% |