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 5-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 | $41,492 | $89,753-53.8% | $107,525-61.4% | $84,808-51.1% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 19.22% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,772 | $3,113-11.0% | $3,754-26.1% | $2,631+5.4% |
| Participant deferral / active EE | $4,106 | $4,056+1.2% | $5,116-19.7% | $4,212-2.5% |
| Admin fee / account holder | $2,200 | $7,222-69.5% | $8,919-75.3% | $7,344-70.0% |