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 5-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 | $38,550 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.6pp | 68.3%-7.6pp |
| Annual return | 19.06% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,655 | $3,561+86.9% | $4,693+41.8% | $2,631+152.9% |
| Participant deferral / active EE | $7,133 | $6,636+7.5% | $7,997-10.8% | $4,212+69.4% |
| Admin fee / account holder | $11,210 | $8,568+30.8% | $13,435-16.6% | $7,344+52.6% |