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 8-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 | $69,311 | $95,416-27.4% | $185,823-62.7% | $85,850-19.3% |
| Participation rate | 39.5% | 68.8%-29.2pp | 81.7%-42.2pp | 69.3%-29.8pp |
| Annual return | 29.27% | 23.59%+5.7pp | 122.05%-92.8pp | 318.53%-289.3pp |
| Employer contribution / active EE | $3,011 | $3,314-9.1% | $5,167-41.7% | $2,565+17.4% |
| Participant deferral / active EE | $5,645 | $3,423+64.9% | $5,568+1.4% | $3,952+42.9% |
| Admin fee / account holder | $903 | $7,213-87.5% | $16,237-94.4% | $6,260-85.6% |