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 | $73,467 | $104,974-30.0% | $95,585-23.1% | $142,382-48.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 12.90% | 210.33%-197.4pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,789 | $2,779-35.6% | $2,527-29.2% | $4,299-58.4% |
| Participant deferral / active EE | $8,571 | $4,352+96.9% | $4,023+113.1% | $6,507+31.7% |
| Admin fee / account holder | $6,679 | $6,386+4.6% | $6,127+9.0% | $12,624-47.1% |