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 | $53,408 | $159,602-66.5% | $150,045-64.4% | $142,382-62.5% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.3%-21.5pp | 80.1%-19.3pp |
| Annual return | 21.46% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,762 | $4,961-44.3% | $4,693-41.1% | $4,299-35.8% |
| Participant deferral / active EE | $6,714 | $8,310-19.2% | $7,997-16.0% | $6,507+3.2% |
| Admin fee / account holder | $1,081 | $14,846-92.7% | $13,435-92.0% | $12,624-91.4% |