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 3-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 | $28,450 | $81,248-65.0% | $155,509-81.7% | $80,856-64.8% |
| Participation rate | 48.6% | 66.2%-17.7pp | 78.2%-29.6pp | 67.6%-19.1pp |
| Annual return | 31.07% | 33.31%-2.2pp | 64.67%-33.6pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,408 | $3,100-54.6% | $4,672-69.9% | $2,755-48.9% |
| Participant deferral / active EE | $2,057 | $3,452-40.4% | $5,626-63.4% | $4,296-52.1% |
| Admin fee / account holder | $4,456 | $7,997-44.3% | $15,912-72.0% | $6,918-35.6% |