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 | $57,973 | $94,625-38.7% | $116,228-50.1% | $84,808-31.6% |
| Participation rate | 35.3% | 70.4%-35.2pp | 74.6%-39.3pp | 68.3%-33.0pp |
| Annual return | 13.10% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,151 | $2,347-50.9% | $2,994-61.6% | $2,631-56.2% |
| Participant deferral / active EE | $2,644 | $3,972-33.4% | $4,953-46.6% | $4,212-37.2% |
| Admin fee / account holder | $13,028 | $10,091+29.1% | $11,989+8.7% | $7,344+77.4% |