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 | $45,384 | $71,370-36.4% | $289,028-84.3% | $71,370-36.4% |
| Participation rate | 47.4% | 55.1%-7.8pp | 78.0%-30.6pp | 55.1%-7.8pp |
| Annual return | 19.42% | 15.87%+3.5pp | 243.94%-224.5pp | 15.87%+3.5pp |
| Employer contribution / active EE | $976 | $1,874-47.9% | $6,326-84.6% | $1,874-47.9% |
| Participant deferral / active EE | $2,380 | $2,656-10.4% | $4,804-50.5% | $2,656-10.4% |
| Admin fee / account holder | $1,870 | $6,050-69.1% | $14,050-86.7% | $6,050-69.1% |