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 | $33,791 | $93,571-63.9% | $135,903-75.1% | $75,163-55.0% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 31.17% | 30.90%+0.3pp | 68.23%-37.1pp | 160.62%-129.5pp |
| Employer contribution / active EE | $2,960 | $3,537-16.3% | $4,856-39.1% | $2,670+10.9% |
| Participant deferral / active EE | $5,132 | $6,404-19.9% | $7,758-33.9% | $4,125+24.4% |
| Admin fee / account holder | $7,578 | $6,975+8.6% | $10,762-29.6% | $5,651+34.1% |