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 | $45,230 | $54,705-17.3% | $71,209-36.5% | $84,808-46.7% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.8%-19.9pp | 68.3%-14.5pp |
| Annual return | 19.47% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,641 | $2,158+22.4% | $2,721-3.0% | $2,631+0.4% |
| Participant deferral / active EE | $5,175 | $3,030+70.8% | $4,175+23.9% | $4,212+22.9% |
| Admin fee / account holder | $12,630 | $4,863+159.7% | $5,349+136.1% | $7,344+72.0% |