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 | $46,631 | $54,705-14.8% | $71,209-34.5% | $84,808-45.0% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.8%-8.4pp | 68.3%-2.9pp |
| Annual return | 21.41% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $7,238 | $2,158+235.4% | $2,721+166.0% | $2,631+175.1% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,792 | $4,863-42.6% | $5,349-47.8% | $7,344-62.0% |