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 | $41,079 | $89,753-54.2% | $107,525-61.8% | $84,808-51.6% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 25.14% | 29.48%-4.3pp | 181.32%-156.2pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,620 | $3,113-48.0% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $2,621 | $4,056-35.4% | $5,116-48.8% | $4,212-37.8% |
| Admin fee / account holder | $3,007 | $7,222-58.4% | $8,919-66.3% | $7,344-59.1% |