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 | $30,522 | $91,407-66.6% | $135,903-77.5% | $71,457-57.3% |
| Participation rate | 58.9% | 75.7%-16.7pp | 81.9%-23.0pp | 67.9%-9.0pp |
| Annual return | 73.64% | 29.90%+43.7pp | 68.23%+5.4pp | 28.85%+44.8pp |
| Employer contribution / active EE | $2,093 | $3,703-43.5% | $4,856-56.9% | $2,588-19.1% |
| Participant deferral / active EE | $4,835 | $7,092-31.8% | $7,758-37.7% | $4,289+12.7% |
| Admin fee / account holder | $3,368 | $1,266+166.1% | $10,762-68.7% | $1,587+112.2% |