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 6-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 | $41,354 | $51,576-19.8% | $129,207-68.0% | $80,856-48.9% |
| Participation rate | 63.1% | 57.0%+6.1pp | 69.6%-6.5pp | 67.6%-4.6pp |
| Annual return | 13.39% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,617 | $1,584+2.1% | $4,153-61.1% | $2,755-41.3% |
| Participant deferral / active EE | $3,025 | $2,669+13.3% | $4,168-27.4% | $4,296-29.6% |
| Admin fee / account holder | $1,110 | $4,305-74.2% | $7,715-85.6% | $6,918-84.0% |