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 5-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 | $48,684 | $148,978-67.3% | $200,582-75.7% | $84,808-42.6% |
| Participation rate | 53.4% | 84.2%-30.8pp | 86.9%-33.5pp | 68.3%-14.9pp |
| Annual return | 33.78% | 28.16%+5.6pp | 42.33%-8.6pp | 40.90%-7.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,345 | $7,142+16.8% | $9,331-10.6% | $4,212+98.1% |
| Admin fee / account holder | $6,314 | $13,977-54.8% | $16,305-61.3% | $7,344-14.0% |