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 | $58,894 | $133,922-56.0% | $116,228-49.3% | $142,382-58.6% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.6%-48.5pp | 80.1%-54.0pp |
| Annual return | 24.12% | 147.76%-123.6pp | 90.06%-65.9pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,401 | $3,446-59.3% | $2,994-53.2% | $4,299-67.4% |
| Participant deferral / active EE | $3,677 | $5,672-35.2% | $4,953-25.8% | $6,507-43.5% |
| Admin fee / account holder | $6,414 | $14,945-57.1% | $11,989-46.5% | $12,624-49.2% |