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 | $34,561 | $71,050-51.4% | $93,606-63.1% | $80,856-57.3% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.0pp |
| Annual return | 12.70% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,019 | $1,564+29.1% | $2,420-16.6% | $2,755-26.7% |
| Participant deferral / active EE | $4,190 | $4,034+3.9% | $4,411-5.0% | $4,296-2.5% |
| Admin fee / account holder | $1,207 | $6,945-82.6% | $8,285-85.4% | $6,918-82.5% |