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 | $66,132 | $54,705+20.9% | $71,209-7.1% | $84,808-22.0% |
| Participation rate | 43.6% | 64.1%-20.5pp | 73.8%-30.2pp | 68.3%-24.7pp |
| Annual return | 14.91% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,298 | $2,158-39.9% | $2,721-52.3% | $2,631-50.7% |
| Participant deferral / active EE | $3,545 | $3,030+17.0% | $4,175-15.1% | $4,212-15.8% |
| Admin fee / account holder | $1,804 | $4,863-62.9% | $5,349-66.3% | $7,344-75.4% |