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 9-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 | $48,310 | $81,248-40.5% | $155,509-68.9% | $80,856-40.3% |
| Participation rate | 65.4% | 66.2%-0.8pp | 78.2%-12.8pp | 67.6%-2.3pp |
| Annual return | 15.49% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,435 | $3,100+43.0% | $4,672-5.1% | $2,755+61.0% |
| Participant deferral / active EE | $10,646 | $3,452+208.4% | $5,626+89.2% | $4,296+147.8% |
| Admin fee / account holder | $16,165 | $7,997+102.1% | $15,912+1.6% | $6,918+133.7% |