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 | $41,575 | $54,705-24.0% | $71,209-41.6% | $84,808-51.0% |
| Participation rate | 63.3% | 64.1%-0.7pp | 73.8%-10.4pp | 68.3%-5.0pp |
| Annual return | 17.81% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $965 | $2,158-55.3% | $2,721-64.5% | $2,631-63.3% |
| Participant deferral / active EE | $4,207 | $3,030+38.8% | $4,175+0.8% | $4,212-0.1% |
| Admin fee / account holder | $3,683 | $4,863-24.3% | $5,349-31.1% | $7,344-49.8% |