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 | $95,057 | $228,332-58.4% | $185,823-48.8% | $158,922-40.2% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 13.14% | 40.80%-27.7pp | 35.95%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,129 | $4,967-77.3% | $4,087-72.4% | $4,761-76.3% |
| Participant deferral / active EE | $3,490 | $6,415-45.6% | $5,632-38.0% | $5,982-41.7% |
| Admin fee / account holder | $6,414 | $11,864-45.9% | $9,500-32.5% | $11,246-43.0% |