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 | $71,271 | $109,881-35.1% | $150,045-52.5% | $84,808-16.0% |
| Participation rate | 58.8% | 76.1%-17.3pp | 82.3%-23.5pp | 68.3%-9.5pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,633 | $3,561-54.2% | $4,693-65.2% | $2,631-37.9% |
| Participant deferral / active EE | $5,281 | $6,636-20.4% | $7,997-34.0% | $4,212+25.4% |
| Admin fee / account holder | $11,962 | $8,568+39.6% | $13,435-11.0% | $7,344+62.9% |