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 | $39,341 | $106,515-63.1% | $96,683-59.3% | $139,434-71.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 25.59% | 38.43%-12.8pp | 35.69%-10.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,639 | $4,103-60.1% | $3,737-56.1% | $4,751-65.5% |
| Participant deferral / active EE | $7,674 | $5,454+40.7% | $4,878+57.3% | $6,710+14.4% |
| Admin fee / account holder | $750 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |