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 4-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 | $37,789 | $25,014+51.1% | $69,647-45.7% | $80,856-53.3% |
| Participation rate | 68.9% | 64.2%+4.7pp | 66.5%+2.5pp | 67.6%+1.3pp |
| Annual return | 26.00% | 19.07%+6.9pp | 100.48%-74.5pp | 35.59%-9.6pp |
| Employer contribution / active EE | $1,377 | $993+38.7% | $1,712-19.6% | $2,755-50.0% |
| Participant deferral / active EE | $4,891 | $1,839+166.0% | $2,886+69.5% | $4,296+13.8% |
| Admin fee / account holder | $3,712 | $2,488+49.2% | $4,713-21.2% | $6,918-46.3% |