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 | $44,195 | $114,381-61.4% | $107,525-58.9% | $142,382-69.0% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.1%-36.2pp | 80.1%-41.2pp |
| Annual return | 19.84% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,495 | $4,015-62.8% | $3,754-60.2% | $4,299-65.2% |
| Participant deferral / active EE | $3,094 | $5,564-44.4% | $5,116-39.5% | $6,507-52.5% |
| Admin fee / account holder | $1,479 | $9,860-85.0% | $8,919-83.4% | $12,624-88.3% |