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 | $64,782 | $89,753-27.8% | $107,525-39.8% | $84,808-23.6% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,422 | $3,113-54.3% | $3,754-62.1% | $2,631-45.9% |
| Participant deferral / active EE | $2,803 | $4,056-30.9% | $5,116-45.2% | $4,212-33.4% |
| Admin fee / account holder | $10,913 | $7,222+51.1% | $8,919+22.4% | $7,344+48.6% |