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 5-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 | $45,749 | $77,314-40.8% | $177,989-74.3% | $80,856-43.4% |
| Participation rate | 48.8% | 65.7%-16.9pp | 77.1%-28.2pp | 67.6%-18.8pp |
| Annual return | 26.92% | 18.09%+8.8pp | 294.48%-267.6pp | 35.59%-8.7pp |
| Employer contribution / active EE | $3,321 | $2,292+44.9% | $3,949-15.9% | $2,755+20.6% |
| Participant deferral / active EE | $6,332 | $4,411+43.6% | $6,276+0.9% | $4,296+47.4% |
| Admin fee / account holder | $2,086 | $7,191-71.0% | $10,363-79.9% | $6,918-69.8% |