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 9-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 | $41,960 | $109,881-61.8% | $150,045-72.0% | $84,808-50.5% |
| Participation rate | 56.7% | 76.1%-19.4pp | 82.3%-25.7pp | 68.3%-11.6pp |
| Annual return | 17.33% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,839 | $3,561-20.3% | $4,693-39.5% | $2,631+7.9% |
| Participant deferral / active EE | $7,076 | $6,636+6.6% | $7,997-11.5% | $4,212+68.0% |
| Admin fee / account holder | $12,781 | $8,568+49.2% | $13,435-4.9% | $7,344+74.0% |