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 | $37,451 | $93,571-60.0% | $135,903-72.4% | $75,163-50.2% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 26.51% | 30.90%-4.4pp | 68.23%-41.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,828 | $3,537-20.0% | $4,856-41.8% | $2,670+5.9% |
| Participant deferral / active EE | $6,095 | $6,404-4.8% | $7,758-21.4% | $4,125+47.7% |
| Admin fee / account holder | $1,482 | $6,975-78.8% | $10,762-86.2% | $5,651-73.8% |