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 | $53,462 | $124,281-57.0% | $109,143-51.0% | $167,490-68.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 48.84% | 26.04%+22.8pp | 25.75%+23.1pp | 478.56%-429.7pp |
| Employer contribution / active EE | $1,349 | $4,207-67.9% | $3,722-63.7% | $4,837-72.1% |
| Participant deferral / active EE | $2,973 | $5,255-43.4% | $4,653-36.1% | $6,341-53.1% |
| Admin fee / account holder | $6,487 | $7,970-18.6% | $6,752-3.9% | $12,309-47.3% |