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 6-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 | $40,016 | $89,753-55.4% | $107,525-62.8% | $84,808-52.8% |
| Participation rate | 69.0% | 68.1%+0.9pp | 75.1%-6.1pp | 68.3%+0.7pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,243 | $3,113-28.0% | $3,754-40.3% | $2,631-14.8% |
| Participant deferral / active EE | $5,336 | $4,056+31.5% | $5,116+4.3% | $4,212+26.7% |
| Admin fee / account holder | $1,888 | $7,222-73.9% | $8,919-78.8% | $7,344-74.3% |