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 | $54,371 | $50,082+8.6% | $93,406-41.8% | $79,858-31.9% |
| Participation rate | 38.0% | 60.9%-22.9pp | 66.8%-28.8pp | 69.6%-31.7pp |
| Annual return | 11.75% | 24.59%-12.8pp | 78.05%-66.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $870 | $1,303-33.2% | $2,075-58.1% | $2,471-64.8% |
| Participant deferral / active EE | $1,210 | $2,212-45.3% | $3,126-61.3% | $3,740-67.6% |
| Admin fee / account holder | $4,748 | $3,454+37.5% | $5,230-9.2% | $5,306-10.5% |