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 9-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 | $41,462 | $91,407-54.6% | $135,903-69.5% | $71,457-42.0% |
| Participation rate | 52.2% | 75.7%-23.5pp | 81.9%-29.7pp | 67.9%-15.7pp |
| Annual return | 18.23% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,649 | $3,703+25.5% | $4,856-4.3% | $2,588+79.6% |
| Participant deferral / active EE | $6,376 | $7,092-10.1% | $7,758-17.8% | $4,289+48.7% |
| Admin fee / account holder | $7,669 | $1,266+505.9% | $10,762-28.7% | $1,587+383.2% |