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 | $55,788 | $159,602-65.0% | $150,045-62.8% | $142,382-60.8% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 22.17% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,491 | $4,961-49.8% | $4,693-46.9% | $4,299-42.0% |
| Participant deferral / active EE | $7,063 | $8,310-15.0% | $7,997-11.7% | $6,507+8.5% |
| Admin fee / account holder | $569 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |