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 | $57,325 | $77,899-26.4% | $149,673-61.7% | $75,163-23.7% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 21.49% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,336 | $3,137-25.5% | $4,818-51.5% | $2,670-12.5% |
| Participant deferral / active EE | $6,096 | $3,411+78.7% | $5,680+7.3% | $4,125+47.8% |
| Admin fee / account holder | $937 | $5,956-84.3% | $13,210-92.9% | $5,651-83.4% |