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 | $42,331 | $148,534-71.5% | $135,903-68.9% | $139,434-69.6% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 23.23% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,381 | $5,243-73.7% | $4,856-71.6% | $4,751-70.9% |
| Participant deferral / active EE | $3,797 | $8,100-53.1% | $7,758-51.1% | $6,710-43.4% |
| Admin fee / account holder | $3,128 | $12,400-74.8% | $10,762-70.9% | $11,403-72.6% |