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 | $62,322 | $54,705+13.9% | $71,209-12.5% | $84,808-26.5% |
| Participation rate | 48.3% | 64.1%-15.7pp | 73.8%-25.4pp | 68.3%-20.0pp |
| Annual return | 16.94% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,769 | $2,158-18.0% | $2,721-35.0% | $2,631-32.8% |
| Participant deferral / active EE | $3,216 | $3,030+6.1% | $4,175-23.0% | $4,212-23.6% |
| Admin fee / account holder | $1,757 | $4,863-63.9% | $5,349-67.1% | $7,344-76.1% |