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 | $52,372 | $89,753-41.6% | $107,525-51.3% | $84,808-38.2% |
| Participation rate | 43.3% | 68.1%-24.8pp | 75.1%-31.8pp | 68.3%-25.0pp |
| Annual return | 16.18% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,933 | $3,113-37.9% | $3,754-48.5% | $2,631-26.5% |
| Participant deferral / active EE | $3,095 | $4,056-23.7% | $5,116-39.5% | $4,212-26.5% |
| Admin fee / account holder | $4,001 | $7,222-44.6% | $8,919-55.1% | $7,344-45.5% |