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 | $48,487 | $51,576-6.0% | $129,207-62.5% | $80,856-40.0% |
| Participation rate | 62.5% | 57.0%+5.5pp | 69.6%-7.1pp | 67.6%-5.1pp |
| Annual return | 14.78% | 20.81%-6.0pp | 9417.33%-9402.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,589 | $1,584+63.5% | $4,153-37.7% | $2,755-6.0% |
| Participant deferral / active EE | $6,338 | $2,669+137.5% | $4,168+52.1% | $4,296+47.5% |
| Admin fee / account holder | $522 | $4,305-87.9% | $7,715-93.2% | $6,918-92.5% |