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 3-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 | $57,915 | $148,978-61.1% | $200,582-71.1% | $84,808-31.7% |
| Participation rate | 58.7% | 84.2%-25.5pp | 86.9%-28.2pp | 68.3%-9.6pp |
| Annual return | 28.64% | 28.16%+0.5pp | 42.33%-13.7pp | 40.90%-12.3pp |
| Employer contribution / active EE | $2,889 | $4,815-40.0% | $6,419-55.0% | $2,631+9.8% |
| Participant deferral / active EE | $7,970 | $7,142+11.6% | $9,331-14.6% | $4,212+89.2% |
| Admin fee / account holder | $754 | $13,977-94.6% | $16,305-95.4% | $7,344-89.7% |