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 3-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 | $25,493 | $93,571-72.8% | $135,903-81.2% | $75,163-66.1% |
| Participation rate | 51.2% | 75.2%-24.0pp | 81.9%-30.7pp | 67.2%-16.0pp |
| Annual return | 42.50% | 30.90%+11.6pp | 68.23%-25.7pp | 160.62%-118.1pp |
| Employer contribution / active EE | $2,005 | $3,537-43.3% | $4,856-58.7% | $2,670-24.9% |
| Participant deferral / active EE | $7,077 | $6,404+10.5% | $7,758-8.8% | $4,125+71.6% |
| Admin fee / account holder | $369 | $6,975-94.7% | $10,762-96.6% | $5,651-93.5% |