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 | $27,401 | $89,753-69.5% | $107,525-74.5% | $84,808-67.7% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 21.14% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,940 | $3,113-5.6% | $3,754-21.7% | $2,631+11.7% |
| Participant deferral / active EE | $4,664 | $4,056+15.0% | $5,116-8.8% | $4,212+10.7% |
| Admin fee / account holder | $900 | $7,222-87.5% | $8,919-89.9% | $7,344-87.8% |