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 | $54,796 | $111,754-51.0% | $103,333-47.0% | $145,922-62.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 16.99% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,744 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $6,089 | $5,619+8.4% | $5,057+20.4% | $6,688-9.0% |
| Admin fee / account holder | $1,492 | $9,750-84.7% | $8,355-82.1% | $13,397-88.9% |