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 3-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 | $33,274 | $109,881-69.7% | $150,045-77.8% | $84,808-60.8% |
| Participation rate | 56.8% | 76.1%-19.3pp | 82.3%-25.5pp | 68.3%-11.5pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,994 | $3,561-44.0% | $4,693-57.5% | $2,631-24.2% |
| Participant deferral / active EE | $5,011 | $6,636-24.5% | $7,997-37.3% | $4,212+19.0% |
| Admin fee / account holder | $1,676 | $8,568-80.4% | $13,435-87.5% | $7,344-77.2% |