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 | $30,358 | $106,515-71.5% | $96,683-68.6% | $139,434-78.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.84% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,492 | $4,103-39.3% | $3,737-33.3% | $4,751-47.5% |
| Participant deferral / active EE | $4,942 | $5,454-9.4% | $4,878+1.3% | $6,710-26.3% |
| Admin fee / account holder | $544 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |