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 | $95,404 | $114,381-16.6% | $107,525-11.3% | $142,382-33.0% |
| Participation rate | 30.4% | 78.1%-47.7pp | 75.1%-44.6pp | 80.1%-49.7pp |
| Annual return | 17.69% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $893 | $4,015-77.7% | $3,754-76.2% | $4,299-79.2% |
| Participant deferral / active EE | $3,076 | $5,564-44.7% | $5,116-39.9% | $6,507-52.7% |
| Admin fee / account holder | $1,952 | $9,860-80.2% | $8,919-78.1% | $12,624-84.5% |