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 | $47,561 | $89,753-47.0% | $107,525-55.8% | $84,808-43.9% |
| Participation rate | 40.6% | 68.1%-27.4pp | 75.1%-34.4pp | 68.3%-27.7pp |
| Annual return | 21.14% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,419 | $3,113-54.4% | $3,754-62.2% | $2,631-46.1% |
| Participant deferral / active EE | $2,453 | $4,056-39.5% | $5,116-52.1% | $4,212-41.8% |
| Admin fee / account holder | $1,237 | $7,222-82.9% | $8,919-86.1% | $7,344-83.2% |