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 8-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 | $51,884 | $109,881-52.8% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 51.7% | 76.1%-24.4pp | 82.3%-30.6pp | 68.3%-16.6pp |
| Annual return | 33.83% | 28.25%+5.6pp | 62.55%-28.7pp | 40.90%-7.1pp |
| Employer contribution / active EE | $2,129 | $3,561-40.2% | $4,693-54.6% | $2,631-19.1% |
| Participant deferral / active EE | $6,053 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $20,297 | $8,568+136.9% | $13,435+51.1% | $7,344+176.4% |