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 | $64,297 | $80,724-20.3% | $103,333-37.8% | $74,495-13.7% |
| Participation rate | 49.0% | 65.7%-16.7pp | 74.5%-25.5pp | 67.2%-18.2pp |
| Annual return | 17.27% | 27.56%-10.3pp | 24.88%-7.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,272 | $3,157-59.7% | $3,868-67.1% | $2,623-51.5% |
| Participant deferral / active EE | $3,285 | $3,860-14.9% | $5,057-35.0% | $4,346-24.4% |
| Admin fee / account holder | $5,364 | $2,368+126.5% | $8,355-35.8% | $1,942+176.2% |