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 9-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 | $39,495 | $31,310+26.1% | $53,898-26.7% | $74,304-46.8% |
| Participation rate | 66.1% | 30.7%+35.4pp | 55.0%+11.1pp | 60.3%+5.7pp |
| Annual return | 21.93% | 23.16%-1.2pp | 528.60%-506.7pp | 29.43%-7.5pp |
| Employer contribution / active EE | $1,617 | $450+259.5% | $932+73.5% | $2,241-27.9% |
| Participant deferral / active EE | $3,319 | $934+255.3% | $1,826+81.8% | $3,767-11.9% |
| Admin fee / account holder | $1,048 | $2,175-51.8% | $2,491-57.9% | $2,969-64.7% |