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 | $66,876 | $95,416-29.9% | $185,823-64.0% | $85,850-22.1% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 28.25% | 23.59%+4.7pp | 122.05%-93.8pp | 318.53%-290.3pp |
| Employer contribution / active EE | $1,646 | $3,314-50.3% | $5,167-68.1% | $2,565-35.8% |
| Participant deferral / active EE | $4,040 | $3,423+18.0% | $5,568-27.4% | $3,952+2.2% |
| Admin fee / account holder | $3,847 | $7,213-46.7% | $16,237-76.3% | $6,260-38.5% |