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 | $25,884 | $92,985-72.2% | $153,485-83.1% | $80,856-68.0% |
| Participation rate | 60.0% | 69.0%-9.0pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 19.58% | 19.95%-0.4pp | 15.65%+3.9pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,209 | $3,507+20.0% | $5,039-16.5% | $2,755+52.8% |
| Participant deferral / active EE | $4,957 | $5,178-4.3% | $6,757-26.6% | $4,296+15.4% |
| Admin fee / account holder | $2,461 | $8,880-72.3% | $12,724-80.7% | $6,918-64.4% |