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 | $44,866 | $74,888-40.1% | $71,209-37.0% | $142,382-68.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 17.60% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,826 | $2,854-36.0% | $2,721-32.9% | $4,299-57.5% |
| Participant deferral / active EE | $7,059 | $4,454+58.5% | $4,175+69.1% | $6,507+8.5% |
| Admin fee / account holder | $722 | $5,568-87.0% | $5,349-86.5% | $12,624-94.3% |