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 8-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 | $54,328 | $100,923-46.2% | $150,045-63.8% | $74,304-26.9% |
| Participation rate | 39.5% | 70.1%-30.6pp | 82.3%-42.8pp | 60.3%-20.9pp |
| Annual return | 20.07% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,769 | $3,463-48.9% | $4,693-62.3% | $2,241-21.1% |
| Participant deferral / active EE | $2,688 | $6,709-59.9% | $7,997-66.4% | $3,767-28.7% |
| Admin fee / account holder | $4,183 | $2,767+51.2% | $13,435-68.9% | $2,969+40.9% |