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 | $33,274 | $57,016-41.6% | $84,966-60.8% | $80,856-58.8% |
| Participation rate | 58.8% | 56.3%+2.5pp | 67.5%-8.7pp | 67.6%-8.8pp |
| Annual return | 18.18% | 21.66%-3.5pp | 66.38%-48.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,891 | $1,798+60.8% | $2,727+6.0% | $2,755+4.9% |
| Participant deferral / active EE | $4,583 | $3,110+47.4% | $4,519+1.4% | $4,296+6.7% |
| Admin fee / account holder | $3,282 | $4,980-34.1% | $6,149-46.6% | $6,918-52.6% |