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 8-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 | $47,274 | $80,717-41.4% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 34.64% | 37.96%-3.3pp | 58.88%-24.2pp | 40.90%-6.3pp |
| Employer contribution / active EE | $1,683 | $2,761-39.0% | $4,305-60.9% | $2,631-36.0% |
| Participant deferral / active EE | $4,342 | $3,303+31.5% | $5,540-21.6% | $4,212+3.1% |
| Admin fee / account holder | $7,345 | $6,746+8.9% | $14,329-48.7% | $7,3440% |