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 | $30,558 | $54,762-44.2% | $90,281-66.2% | $72,985-58.1% |
| Participation rate | 58.1% | 65.1%-7.1pp | 73.3%-15.2pp | 69.5%-11.4pp |
| Annual return | 63.98% | 30.63%+33.4pp | 78.10%-14.1pp | 81.00%-17.0pp |
| Employer contribution / active EE | $2,991 | $2,092+42.9% | $2,854+4.8% | $2,440+22.6% |
| Participant deferral / active EE | $7,334 | $2,887+154.1% | $3,885+88.8% | $3,607+103.3% |
| Admin fee / account holder | $11,693 | $3,972+194.4% | $5,351+118.5% | $5,124+128.2% |