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 8-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 | $45,484 | $111,754-59.3% | $103,333-56.0% | $145,922-68.8% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,405 | $4,212-66.7% | $3,868-63.7% | $4,660-69.9% |
| Participant deferral / active EE | $4,018 | $5,619-28.5% | $5,057-20.5% | $6,688-39.9% |
| Admin fee / account holder | $2,009 | $9,750-79.4% | $8,355-76.0% | $13,397-85.0% |