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 | $42,343 | $100,923-58.0% | $150,045-71.8% | $74,304-43.0% |
| Participation rate | 40.8% | 70.1%-29.3pp | 82.3%-41.6pp | 60.3%-19.6pp |
| Annual return | 18.47% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,100 | $3,463-68.3% | $4,693-76.6% | $2,241-50.9% |
| Participant deferral / active EE | $2,463 | $6,709-63.3% | $7,997-69.2% | $3,767-34.6% |
| Admin fee / account holder | $3,590 | $2,767+29.8% | $13,435-73.3% | $2,969+20.9% |