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 | $47,589 | $89,753-47.0% | $107,525-55.7% | $84,808-43.9% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 19.14% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,495 | $3,113-19.9% | $3,754-33.5% | $2,631-5.2% |
| Participant deferral / active EE | $7,156 | $4,056+76.4% | $5,116+39.9% | $4,212+69.9% |
| Admin fee / account holder | $6,305 | $7,222-12.7% | $8,919-29.3% | $7,344-14.1% |