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 | $74,658 | $77,314-3.4% | $177,989-58.1% | $80,856-7.7% |
| Participation rate | 54.5% | 65.7%-11.2pp | 77.1%-22.5pp | 67.6%-13.1pp |
| Annual return | 12.12% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,112 | $2,292-51.5% | $3,949-71.8% | $2,755-59.6% |
| Participant deferral / active EE | $4,267 | $4,411-3.3% | $6,276-32.0% | $4,296-0.7% |
| Admin fee / account holder | $1,243 | $7,191-82.7% | $10,363-88.0% | $6,918-82.0% |