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 | $52,100 | $56,114-7.2% | $96,139-45.8% | $85,850-39.3% |
| Participation rate | 43.6% | 56.7%-13.1pp | 68.4%-24.8pp | 69.3%-25.7pp |
| Annual return | 17.86% | 42.30%-24.4pp | 191.94%-174.1pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,663 | $1,620+2.7% | $2,797-40.5% | $2,565-35.2% |
| Participant deferral / active EE | $4,774 | $2,859+66.9% | $4,349+9.8% | $3,952+20.8% |
| Admin fee / account holder | $5,444 | $3,768+44.5% | $5,537-1.7% | $6,260-13.0% |