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 7-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 | $32,954 | $87,013-62.1% | $106,213-69.0% | $80,856-59.2% |
| Participation rate | 57.6% | 70.4%-12.8pp | 75.3%-17.7pp | 67.6%-10.0pp |
| Annual return | 15.62% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,869 | $2,395+19.8% | $3,171-9.5% | $2,755+4.1% |
| Participant deferral / active EE | $3,809 | $3,986-4.4% | $5,016-24.1% | $4,296-11.3% |
| Admin fee / account holder | $2,400 | $8,431-71.5% | $11,033-78.2% | $6,918-65.3% |