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 | $48,469 | $197,591-75.5% | $177,821-72.7% | $158,922-69.5% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 19.71% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,490 | $6,697-77.7% | $5,918-74.8% | $4,761-68.7% |
| Participant deferral / active EE | $4,507 | $8,405-46.4% | $7,714-41.6% | $5,982-24.7% |
| Admin fee / account holder | $311 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |