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 6-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 | $48,573 | $138,347-64.9% | $184,203-73.6% | $80,856-39.9% |
| Participation rate | 65.9% | 83.9%-18.0pp | 86.8%-20.9pp | 67.6%-1.7pp |
| Annual return | 31.07% | 20.02%+11.0pp | 28.81%+2.3pp | 35.59%-4.5pp |
| Employer contribution / active EE | $2,642 | $4,850-45.5% | $6,427-58.9% | $2,755-4.1% |
| Participant deferral / active EE | $7,676 | $7,071+8.6% | $9,131-15.9% | $4,296+78.7% |
| Admin fee / account holder | $3,607 | $10,483-65.6% | $13,901-74.1% | $6,918-47.9% |