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 | $46,651 | $98,750-52.8% | $149,696-68.8% | $79,858-41.6% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.5%-18.6pp | 69.6%-5.8pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,784 | $3,216-44.5% | $4,644-61.6% | $2,471-27.8% |
| Participant deferral / active EE | $2,938 | $5,680-48.3% | $6,842-57.1% | $3,740-21.4% |
| Admin fee / account holder | $10,357 | $6,053+71.1% | $9,309+11.3% | $5,306+95.2% |