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 | $38,609 | $93,571-58.7% | $135,903-71.6% | $75,163-48.6% |
| Participation rate | 54.2% | 75.2%-21.0pp | 81.9%-27.7pp | 67.2%-13.0pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,648 | $3,537-53.4% | $4,856-66.1% | $2,670-38.3% |
| Participant deferral / active EE | $4,604 | $6,404-28.1% | $7,758-40.6% | $4,125+11.6% |
| Admin fee / account holder | $1,971 | $6,975-71.7% | $10,762-81.7% | $5,651-65.1% |