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 | $102,360 | $214,378-52.3% | $200,582-49.0% | $142,382-28.1% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 12.45% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,245 | $6,841-67.2% | $6,419-65.0% | $4,299-47.8% |
| Participant deferral / active EE | $5,707 | $9,865-42.1% | $9,331-38.8% | $6,507-12.3% |
| Admin fee / account holder | $26,694 | $17,692+50.9% | $16,305+63.7% | $12,624+111.5% |