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 | $44,717 | $201,272-77.8% | $184,203-75.7% | $145,922-69.4% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 38.20% | 29.00%+9.2pp | 28.81%+9.4pp | 561.29%-523.1pp |
| Employer contribution / active EE | $2,621 | $7,022-62.7% | $6,427-59.2% | $4,660-43.8% |
| Participant deferral / active EE | $4,041 | $9,806-58.8% | $9,131-55.7% | $6,688-39.6% |
| Admin fee / account holder | $3,086 | $16,364-81.1% | $13,901-77.8% | $13,397-77.0% |