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 | $23,823 | $93,571-74.5% | $135,903-82.5% | $75,163-68.3% |
| Participation rate | 39.5% | 75.2%-35.7pp | 81.9%-42.4pp | 67.2%-27.7pp |
| Annual return | 27.44% | 30.90%-3.5pp | 68.23%-40.8pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,318 | $3,537-62.7% | $4,856-72.9% | $2,670-50.6% |
| Participant deferral / active EE | $3,185 | $6,404-50.3% | $7,758-58.9% | $4,125-22.8% |
| Admin fee / account holder | $381 | $6,975-94.5% | $10,762-96.5% | $5,651-93.3% |