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 | $41,621 | $79,449-47.6% | $189,557-78.0% | $85,850-51.5% |
| Participation rate | 53.3% | 66.0%-12.7pp | 78.4%-25.1pp | 69.3%-16.0pp |
| Annual return | 13.45% | 18.45%-5.0pp | 64.17%-50.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,415 | $2,081+16.1% | $4,412-45.3% | $2,565-5.8% |
| Participant deferral / active EE | $4,926 | $4,051+21.6% | $6,174-20.2% | $3,952+24.7% |
| Admin fee / account holder | $1,462 | $5,377-72.8% | $9,807-85.1% | $6,260-76.6% |