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 | $50,969 | $52,279-2.5% | $89,391-43.0% | $79,858-36.2% |
| Participation rate | 65.5% | 57.5%+7.9pp | 68.0%-2.5pp | 69.6%-4.2pp |
| Annual return | 18.01% | 22.16%-4.1pp | 245.62%-227.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,936 | $1,572+23.2% | $2,586-25.1% | $2,471-21.6% |
| Participant deferral / active EE | $7,434 | $2,740+171.3% | $3,890+91.1% | $3,740+98.8% |
| Admin fee / account holder | $3,665 | $3,356+9.2% | $4,881-24.9% | $5,306-30.9% |