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 | $21,934 | $133,922-83.6% | $116,228-81.1% | $142,382-84.6% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 20.63% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,707 | $3,446-50.4% | $2,994-43.0% | $4,299-60.3% |
| Participant deferral / active EE | $2,511 | $5,672-55.7% | $4,953-49.3% | $6,507-61.4% |
| Admin fee / account holder | $3,030 | $14,945-79.7% | $11,989-74.7% | $12,624-76.0% |