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 6-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 | $30,580 | $179,726-83.0% | $156,263-80.4% | $142,382-78.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 17.72% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,928 | $5,069-22.5% | $4,333-9.4% | $4,299-8.6% |
| Participant deferral / active EE | $7,296 | $6,956+4.9% | $6,158+18.5% | $6,507+12.1% |
| Admin fee / account holder | $8,404 | $17,272-51.3% | $14,255-41.0% | $12,624-33.4% |