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 | $25,534 | $202,432-87.4% | $169,368-84.9% | $139,434-81.7% |
| Participation rate | 45.5% | 81.1%-35.6pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 20.21% | 531.74%-511.5pp | 405.60%-385.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,588 | $4,692-66.1% | $4,013-60.4% | $4,751-66.6% |
| Participant deferral / active EE | $4,671 | $6,938-32.7% | $6,221-24.9% | $6,710-30.4% |
| Admin fee / account holder | $375 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |