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 | $22,110 | $133,922-83.5% | $116,228-81.0% | $142,382-84.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 24.50% | 147.76%-123.3pp | 90.06%-65.6pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,994 | $3,446-42.1% | $2,994-33.4% | $4,299-53.6% |
| Participant deferral / active EE | $4,335 | $5,672-23.6% | $4,953-12.5% | $6,507-33.4% |
| Admin fee / account holder | $512 | $14,945-96.6% | $11,989-95.7% | $12,624-95.9% |