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 7-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 | $40,372 | $74,888-46.1% | $71,209-43.3% | $142,382-71.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 22.41% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,047 | $2,854-63.3% | $2,721-61.5% | $4,299-75.6% |
| Participant deferral / active EE | $3,627 | $4,454-18.6% | $4,175-13.1% | $6,507-44.3% |
| Admin fee / account holder | $4,459 | $5,568-19.9% | $5,349-16.6% | $12,624-64.7% |