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 6-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 | $64,915 | $93,571-30.6% | $135,903-52.2% | $75,163-13.6% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 21.01% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,730 | $3,537-22.8% | $4,856-43.8% | $2,670+2.2% |
| Participant deferral / active EE | $8,301 | $6,404+29.6% | $7,758+7.0% | $4,125+101.2% |
| Admin fee / account holder | $7,412 | $6,975+6.3% | $10,762-31.1% | $5,651+31.2% |