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 | $31,066 | $109,881-71.7% | $150,045-79.3% | $84,808-63.4% |
| Participation rate | 53.2% | 76.1%-22.9pp | 82.3%-29.1pp | 68.3%-15.1pp |
| Annual return | 22.68% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,452 | $3,561-59.2% | $4,693-69.1% | $2,631-44.8% |
| Participant deferral / active EE | $9,133 | $6,636+37.6% | $7,997+14.2% | $4,212+116.9% |
| Admin fee / account holder | $9,760 | $8,568+13.9% | $13,435-27.4% | $7,344+32.9% |