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 9-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 | $34,945 | $77,314-54.8% | $177,989-80.4% | $80,856-56.8% |
| Participation rate | 51.6% | 65.7%-14.1pp | 77.1%-25.5pp | 67.6%-16.0pp |
| Annual return | 24.80% | 18.09%+6.7pp | 294.48%-269.7pp | 35.59%-10.8pp |
| Employer contribution / active EE | $4,074 | $2,292+77.8% | $3,949+3.2% | $2,755+47.9% |
| Participant deferral / active EE | $6,801 | $4,411+54.2% | $6,276+8.4% | $4,296+58.3% |
| Admin fee / account holder | $3,797 | $7,191-47.2% | $10,363-63.4% | $6,918-45.1% |