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 | $42,471 | $105,126-59.6% | $94,646-55.1% | $139,434-69.5% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 17.16% | 38.03%-20.9pp | 156.71%-139.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,554 | $4,106-13.4% | $3,672-3.2% | $4,751-25.2% |
| Participant deferral / active EE | $7,417 | $7,599-2.4% | $7,4180% | $6,710+10.5% |
| Admin fee / account holder | $13,552 | $8,984+50.8% | $7,231+87.4% | $11,403+18.8% |