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 | $46,226 | $49,915-7.4% | $154,803-70.1% | $74,304-37.8% |
| Participation rate | 38.2% | 54.0%-15.8pp | 78.1%-39.9pp | 60.3%-22.2pp |
| Annual return | 19.06% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,051 | $1,611-34.8% | $4,305-75.6% | $2,241-53.1% |
| Participant deferral / active EE | $1,561 | $2,255-30.8% | $5,540-71.8% | $3,767-58.6% |
| Admin fee / account holder | $1,274 | $2,189-41.8% | $14,329-91.1% | $2,969-57.1% |