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 | $47,431 | $114,381-58.5% | $107,525-55.9% | $142,382-66.7% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.1%-13.2pp | 80.1%-18.2pp |
| Annual return | 18.77% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,587 | $4,015-35.6% | $3,754-31.1% | $4,299-39.8% |
| Participant deferral / active EE | $5,375 | $5,564-3.4% | $5,116+5.1% | $6,507-17.4% |
| Admin fee / account holder | $6,589 | $9,860-33.2% | $8,919-26.1% | $12,624-47.8% |