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 | $33,444 | $49,915-33.0% | $154,803-78.4% | $74,304-55.0% |
| Participation rate | 57.3% | 54.0%+3.3pp | 78.1%-20.8pp | 60.3%-3.1pp |
| Annual return | 22.85% | 34.06%-11.2pp | 58.88%-36.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $1,558 | $1,611-3.3% | $4,305-63.8% | $2,241-30.5% |
| Participant deferral / active EE | $3,423 | $2,255+51.8% | $5,540-38.2% | $3,767-9.1% |
| Admin fee / account holder | $5,842 | $2,189+166.9% | $14,329-59.2% | $2,969+96.8% |