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 | $73,313 | $73,933-0.8% | $96,683-24.2% | $75,163-2.5% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.7pp | 67.2%-23.6pp |
| Annual return | 23.26% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,312 | $2,928-55.2% | $3,737-64.9% | $2,670-50.9% |
| Participant deferral / active EE | $3,706 | $3,659+1.3% | $4,878-24.0% | $4,125-10.2% |
| Admin fee / account holder | $11,219 | $5,216+115.1% | $6,730+66.7% | $5,651+98.5% |