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 | $56,147 | $58,208-3.5% | $81,812-31.4% | $80,856-30.6% |
| Participation rate | 43.8% | 63.4%-19.7pp | 72.3%-28.6pp | 67.6%-23.9pp |
| Annual return | 13.91% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,927 | $2,340+25.1% | $2,912+0.5% | $2,755+6.3% |
| Participant deferral / active EE | $3,826 | $3,281+16.6% | $4,319-11.4% | $4,296-10.9% |
| Admin fee / account holder | $2,506 | $4,981-49.7% | $7,386-66.1% | $6,918-63.8% |