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 | $49,617 | $74,927-33.8% | $101,794-51.3% | $84,808-41.5% |
| Participation rate | 65.5% | 61.4%+4.1pp | 69.2%-3.7pp | 68.3%-2.8pp |
| Annual return | 20.01% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,548 | $1,522+1.7% | $2,289-32.4% | $2,631-41.2% |
| Participant deferral / active EE | $3,336 | $3,099+7.6% | $4,084-18.3% | $4,212-20.8% |
| Admin fee / account holder | $832 | $6,514-87.2% | $8,777-90.5% | $7,344-88.7% |