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 | $48,568 | $87,733-44.6% | $106,548-54.4% | $85,850-43.4% |
| Participation rate | 40.4% | 71.9%-31.5pp | 76.1%-35.7pp | 69.3%-28.9pp |
| Annual return | 25.99% | 21.86%+4.1pp | 26.80%-0.8pp | 318.53%-292.5pp |
| Employer contribution / active EE | $938 | $2,073-54.8% | $2,819-66.7% | $2,565-63.4% |
| Participant deferral / active EE | $2,372 | $3,469-31.6% | $4,398-46.1% | $3,952-40.0% |
| Admin fee / account holder | $2,516 | $6,767-62.8% | $7,407-66.0% | $6,260-59.8% |