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 | $49,201 | $77,899-36.8% | $149,673-67.1% | $75,163-34.5% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 68.29% | 31.72%+36.6pp | 134.42%-66.1pp | 160.62%-92.3pp |
| Employer contribution / active EE | $1,679 | $3,137-46.5% | $4,818-65.2% | $2,670-37.1% |
| Participant deferral / active EE | $3,060 | $3,411-10.3% | $5,680-46.1% | $4,125-25.8% |
| Admin fee / account holder | $737 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |