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 | $41,544 | $77,503-46.4% | $100,391-58.6% | $80,856-48.6% |
| Participation rate | 55.0% | 76.9%-21.9pp | 81.5%-26.5pp | 67.6%-12.6pp |
| Annual return | 14.86% | 37.20%-22.3pp | 49.20%-34.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,676 | $6,820-2.1% | $8,082-17.4% | $4,296+55.4% |
| Admin fee / account holder | $8,214 | $5,897+39.3% | $7,899+4.0% | $6,918+18.7% |