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 | $73,166 | $70,669+3.5% | $169,368-56.8% | $75,163-2.7% |
| Participation rate | 27.1% | 64.8%-37.7pp | 77.1%-50.1pp | 67.2%-40.1pp |
| Annual return | 16.87% | 36.36%-19.5pp | 405.60%-388.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $640 | $2,211-71.1% | $4,013-84.1% | $2,670-76.0% |
| Participant deferral / active EE | $2,638 | $4,311-38.8% | $6,221-57.6% | $4,125-36.0% |
| Admin fee / account holder | $1,774 | $5,402-67.2% | $9,003-80.3% | $5,651-68.6% |