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 6-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 | $49,221 | $89,753-45.2% | $107,525-54.2% | $84,808-42.0% |
| Participation rate | 14.8% | 68.1%-53.2pp | 75.1%-60.3pp | 68.3%-53.5pp |
| Annual return | 14.79% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,003 | $3,113-67.8% | $3,754-73.3% | $2,631-61.9% |
| Participant deferral / active EE | $2,561 | $4,056-36.9% | $5,116-49.9% | $4,212-39.2% |
| Admin fee / account holder | $14,928 | $7,222+106.7% | $8,919+67.4% | $7,344+103.3% |