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 3-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 | $27,378 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 30.73% | 36.93%-6.2pp | 36.82%-6.1pp | 217.08%-186.3pp |
| Employer contribution / active EE | $4,443 | $3,956+12.3% | $3,665+21.2% | $4,299+3.3% |
| Participant deferral / active EE | $4,630 | $8,297-44.2% | $7,994-42.1% | $6,507-28.8% |
| Admin fee / account holder | $4,512 | $11,446-60.6% | $11,185-59.7% | $12,624-64.3% |