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 | $40,646 | $106,515-61.8% | $96,683-58.0% | $139,434-70.8% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 19.47% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,763 | $4,103-32.7% | $3,737-26.1% | $4,751-41.8% |
| Participant deferral / active EE | $7,883 | $5,454+44.5% | $4,878+61.6% | $6,710+17.5% |
| Admin fee / account holder | $727 | $7,877-90.8% | $6,730-89.2% | $11,403-93.6% |