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 | $36,749 | $100,923-63.6% | $150,045-75.5% | $74,304-50.5% |
| Participation rate | 46.5% | 70.1%-23.6pp | 82.3%-35.8pp | 60.3%-13.8pp |
| Annual return | 22.35% | 51.77%-29.4pp | 62.55%-40.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,584 | $3,463-54.3% | $4,693-66.2% | $2,241-29.3% |
| Participant deferral / active EE | $2,838 | $6,709-57.7% | $7,997-64.5% | $3,767-24.7% |
| Admin fee / account holder | $1,566 | $2,767-43.4% | $13,435-88.3% | $2,969-47.3% |