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 | $32,061 | $111,754-71.3% | $103,333-69.0% | $145,922-78.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.72% | 24.77%-5.0pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $7,169 | $4,212+70.2% | $3,868+85.3% | $4,660+53.8% |
| Participant deferral / active EE | $4,155 | $5,619-26.0% | $5,057-17.8% | $6,688-37.9% |
| Admin fee / account holder | $3,137 | $9,750-67.8% | $8,355-62.5% | $13,397-76.6% |