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 7-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 | $54,919 | $99,918-45.0% | $81,382-32.5% | $145,922-62.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 18.62% | 34.32%-15.7pp | 24.73%-6.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $750 | $2,978-74.8% | $2,463-69.5% | $4,660-83.9% |
| Participant deferral / active EE | $7,321 | $4,605+59.0% | $3,883+88.5% | $6,688+9.5% |
| Admin fee / account holder | $3,412 | $8,212-58.5% | $5,768-40.9% | $13,397-74.5% |