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 | $51,968 | $89,753-42.1% | $107,525-51.7% | $84,808-38.7% |
| Participation rate | 58.1% | 68.1%-10.0pp | 75.1%-17.0pp | 68.3%-10.2pp |
| Annual return | 16.59% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,203 | $3,113-29.3% | $3,754-41.3% | $2,631-16.3% |
| Participant deferral / active EE | $4,935 | $4,056+21.7% | $5,116-3.5% | $4,212+17.2% |
| Admin fee / account holder | $7,413 | $7,222+2.6% | $8,919-16.9% | $7,344+0.9% |