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 | $46,641 | $86,944-46.4% | $107,525-56.6% | $74,304-37.2% |
| Participation rate | 69.3% | 59.6%+9.7pp | 75.1%-5.8pp | 60.3%+8.9pp |
| Annual return | 32.03% | 23.52%+8.5pp | 181.32%-149.3pp | 29.43%+2.6pp |
| Employer contribution / active EE | $2,102 | $2,757-23.7% | $3,754-44.0% | $2,241-6.2% |
| Participant deferral / active EE | $3,636 | $3,554+2.3% | $5,116-28.9% | $3,767-3.5% |
| Admin fee / account holder | $724 | $3,727-80.6% | $8,919-91.9% | $2,969-75.6% |