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 | $31,072 | $176,056-82.4% | $159,436-80.5% | $167,490-81.4% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 14.72% | 331.75%-317.0pp | 263.57%-248.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,493 | $5,297-34.1% | $4,829-27.7% | $4,837-27.8% |
| Participant deferral / active EE | $7,036 | $7,750-9.2% | $7,352-4.3% | $6,341+10.9% |
| Admin fee / account holder | $4,379 | $12,554-65.1% | $10,799-59.5% | $12,309-64.4% |