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 | $44,011 | $109,881-59.9% | $150,045-70.7% | $84,808-48.1% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.0pp | 68.3%-5.0pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,082 | $3,561-69.6% | $4,693-76.9% | $2,631-58.9% |
| Participant deferral / active EE | $3,469 | $6,636-47.7% | $7,997-56.6% | $4,212-17.6% |
| Admin fee / account holder | $1,566 | $8,568-81.7% | $13,435-88.3% | $7,344-78.7% |