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 | $46,606 | $79,171-41.1% | $102,423-54.5% | $74,495-37.4% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.7pp | 67.2%-14.4pp |
| Annual return | 14.79% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,149 | $2,362+33.3% | $3,023+4.2% | $2,623+20.1% |
| Participant deferral / active EE | $4,296 | $4,415-2.7% | $5,053-15.0% | $4,346-1.2% |
| Admin fee / account holder | $1,412 | $2,001-29.4% | $9,451-85.1% | $1,942-27.3% |