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 8-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 | $45,492 | $86,944-47.7% | $107,525-57.7% | $74,304-38.8% |
| Participation rate | 43.1% | 59.6%-16.5pp | 75.1%-32.0pp | 60.3%-17.3pp |
| Annual return | 20.57% | 23.52%-2.9pp | 181.32%-160.7pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,894 | $2,757-31.3% | $3,754-49.5% | $2,241-15.5% |
| Participant deferral / active EE | $4,010 | $3,554+12.8% | $5,116-21.6% | $3,767+6.4% |
| Admin fee / account holder | $4,245 | $3,727+13.9% | $8,919-52.4% | $2,969+43.0% |