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 9-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 | $46,778 | $93,571-50.0% | $135,903-65.6% | $75,163-37.8% |
| Participation rate | 52.6% | 75.2%-22.5pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 20.66% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,595 | $3,537+1.6% | $4,856-26.0% | $2,670+34.6% |
| Participant deferral / active EE | $7,393 | $6,404+15.4% | $7,758-4.7% | $4,125+79.2% |
| Admin fee / account holder | $962 | $6,975-86.2% | $10,762-91.1% | $5,651-83.0% |