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 | $43,646 | $89,753-51.4% | $107,525-59.4% | $84,808-48.5% |
| Participation rate | 41.8% | 68.1%-26.2pp | 75.1%-33.2pp | 68.3%-26.5pp |
| Annual return | 18.32% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,391 | $3,113-55.3% | $3,754-62.9% | $2,631-47.1% |
| Participant deferral / active EE | $5,365 | $4,056+32.3% | $5,116+4.9% | $4,212+27.4% |
| Admin fee / account holder | $20,865 | $7,222+188.9% | $8,919+133.9% | $7,344+184.1% |