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 | $31,047 | $77,899-60.1% | $149,673-79.3% | $75,163-58.7% |
| Participation rate | 68.8% | 65.6%+3.2pp | 78.8%-10.0pp | 67.2%+1.6pp |
| Annual return | 16.40% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,788 | $3,137-43.0% | $4,818-62.9% | $2,670-33.0% |
| Participant deferral / active EE | $4,019 | $3,411+17.8% | $5,680-29.2% | $4,125-2.6% |
| Admin fee / account holder | $582 | $5,956-90.2% | $13,210-95.6% | $5,651-89.7% |