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 | $62,984 | $172,478-63.5% | $145,661-56.8% | $142,382-55.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 16.01% | 151.09%-135.1pp | 101.46%-85.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,854 | $4,899-62.2% | $4,238-56.2% | $4,299-56.9% |
| Participant deferral / active EE | $2,481 | $8,348-70.3% | $7,198-65.5% | $6,507-61.9% |
| Admin fee / account holder | $2,904 | $16,864-82.8% | $12,466-76.7% | $12,624-77.0% |