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 | $45,362 | $127,065-64.3% | $113,168-59.9% | $142,382-68.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 21.81% | 24.03%-2.2pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,017 | $3,442-12.3% | $2,975+1.4% | $4,299-29.8% |
| Participant deferral / active EE | $4,278 | $5,716-25.2% | $5,107-16.2% | $6,507-34.3% |
| Admin fee / account holder | $1,197 | $15,736-92.4% | $12,068-90.1% | $12,624-90.5% |