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 | $55,829 | $81,460-31.5% | $103,333-46.0% | $80,856-31.0% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 62.79% | 25.55%+37.2pp | 24.88%+37.9pp | 35.59%+27.2pp |
| Employer contribution / active EE | $2,704 | $3,105-12.9% | $3,868-30.1% | $2,755-1.9% |
| Participant deferral / active EE | $5,462 | $3,869+41.2% | $5,057+8.0% | $4,296+27.2% |
| Admin fee / account holder | $831 | $6,566-87.3% | $8,355-90.1% | $6,918-88.0% |