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 | $51,002 | $50,815+0.4% | $155,509-67.2% | $77,643-34.3% |
| Participation rate | 29.6% | 63.1%-33.6pp | 78.2%-48.6pp | 70.6%-41.0pp |
| Annual return | 13.26% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $821 | $1,993-58.8% | $4,672-82.4% | $2,726-69.9% |
| Participant deferral / active EE | $2,017 | $2,822-28.5% | $5,626-64.2% | $4,647-56.6% |
| Admin fee / account holder | $6,290 | $437+1340.4% | $15,912-60.5% | $430+1361.4% |