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 | $31,923 | $117,841-72.9% | $102,423-68.8% | $145,922-78.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 14.19% | 31.65%-17.5pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,430 | $3,615+22.6% | $3,023+46.5% | $4,660-4.9% |
| Participant deferral / active EE | $4,603 | $5,731-19.7% | $5,053-8.9% | $6,688-31.2% |
| Admin fee / account holder | $8,624 | $13,326-35.3% | $9,451-8.7% | $13,397-35.6% |