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 | $58,149 | $177,572-67.3% | $154,803-62.4% | $142,382-59.2% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 20.67% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,606 | $4,810-66.6% | $4,305-62.7% | $4,299-62.6% |
| Participant deferral / active EE | $4,228 | $6,272-32.6% | $5,540-23.7% | $6,507-35.0% |
| Admin fee / account holder | $3,859 | $16,786-77.0% | $14,329-73.1% | $12,624-69.4% |