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 8-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 | $56,745 | $81,248-30.2% | $155,509-63.5% | $80,856-29.8% |
| Participation rate | 57.4% | 66.2%-8.9pp | 78.2%-20.8pp | 67.6%-10.3pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $639 | $3,100-79.4% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $5,067 | $3,452+46.8% | $5,626-9.9% | $4,296+18.0% |
| Admin fee / account holder | $2,429 | $7,997-69.6% | $15,912-84.7% | $6,918-64.9% |