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 | $40,309 | $49,915-19.2% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 61.8% | 54.0%+7.8pp | 78.1%-16.3pp | 60.3%+1.4pp |
| Annual return | 17.87% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,627 | $1,611+1.0% | $4,305-62.2% | $2,241-27.4% |
| Participant deferral / active EE | $3,876 | $2,255+71.9% | $5,540-30.0% | $3,767+2.9% |
| Admin fee / account holder | $2,166 | $2,189-1.0% | $14,329-84.9% | $2,969-27.0% |