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 | $73,451 | $80,717-9.0% | $154,803-52.6% | $84,808-13.4% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 21.89% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $619 | $2,761-77.6% | $4,305-85.6% | $2,631-76.5% |
| Participant deferral / active EE | $2,322 | $3,303-29.7% | $5,540-58.1% | $4,212-44.9% |
| Admin fee / account holder | $1,807 | $6,746-73.2% | $14,329-87.4% | $7,344-75.4% |