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 | $44,786 | $77,314-42.1% | $177,989-74.8% | $80,856-44.6% |
| Participation rate | 41.4% | 65.7%-24.3pp | 77.1%-35.7pp | 67.6%-26.3pp |
| Annual return | 17.08% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,303 | $2,292-43.2% | $3,949-67.0% | $2,755-52.7% |
| Participant deferral / active EE | $2,521 | $4,411-42.8% | $6,276-59.8% | $4,296-41.3% |
| Admin fee / account holder | $6,976 | $7,191-3.0% | $10,363-32.7% | $6,918+0.8% |