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 7-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 | $33,569 | $64,480-47.9% | $81,382-58.8% | $80,856-58.5% |
| Participation rate | 66.0% | 63.9%+2.1pp | 69.5%-3.5pp | 67.6%-1.7pp |
| Annual return | 16.99% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,924 | $1,978-2.8% | $2,463-21.9% | $2,755-30.2% |
| Participant deferral / active EE | $4,062 | $3,094+31.3% | $3,883+4.6% | $4,296-5.5% |
| Admin fee / account holder | $1,090 | $5,671-80.8% | $5,768-81.1% | $6,918-84.2% |