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 | $68,299 | $102,605-33.4% | $145,661-53.1% | $84,808-19.5% |
| Participation rate | 38.5% | 74.3%-35.8pp | 77.2%-38.8pp | 68.3%-29.8pp |
| Annual return | 15.96% | 26.50%-10.5pp | 101.46%-85.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,645 | $3,325-50.5% | $4,238-61.2% | $2,631-37.5% |
| Participant deferral / active EE | $3,468 | $5,750-39.7% | $7,198-51.8% | $4,212-17.7% |
| Admin fee / account holder | $1,599 | $8,758-81.7% | $12,466-87.2% | $7,344-78.2% |