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 | $43,741 | $201,272-78.3% | $184,203-76.3% | $145,922-70.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 20.71% | 29.00%-8.3pp | 28.81%-8.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $13,855 | $7,022+97.3% | $6,427+115.6% | $4,660+197.3% |
| Participant deferral / active EE | $25,357 | $9,806+158.6% | $9,131+177.7% | $6,688+279.2% |
| Admin fee / account holder | $7,835 | $16,364-52.1% | $13,901-43.6% | $13,397-41.5% |