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 | $40,984 | $183,519-77.7% | $155,509-73.6% | $145,922-71.9% |
| Participation rate | 42.1% | 82.7%-40.6pp | 78.2%-36.1pp | 80.3%-38.2pp |
| Annual return | 16.00% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,892 | $5,313-64.4% | $4,672-59.5% | $4,660-59.4% |
| Participant deferral / active EE | $3,297 | $6,462-49.0% | $5,626-41.4% | $6,688-50.7% |
| Admin fee / account holder | $1,377 | $19,313-92.9% | $15,912-91.3% | $13,397-89.7% |