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 | $43,676 | $111,754-60.9% | $103,333-57.7% | $145,922-70.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 23.17% | 24.77%-1.6pp | 24.88%-1.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,541 | $4,212-63.4% | $3,868-60.2% | $4,660-66.9% |
| Participant deferral / active EE | $6,223 | $5,619+10.7% | $5,057+23.0% | $6,688-7.0% |
| Admin fee / account holder | $325 | $9,750-96.7% | $8,355-96.1% | $13,397-97.6% |