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 5-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 | $72,224 | $60,892+18.6% | $82,389-12.3% | $84,808-14.8% |
| Participation rate | 51.3% | 63.3%-12.0pp | 69.5%-18.3pp | 68.3%-17.0pp |
| Annual return | 29.59% | 37.29%-7.7pp | 28.67%+0.9pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,398 | $1,779+34.8% | $2,517-4.7% | $2,631-8.9% |
| Participant deferral / active EE | $5,946 | $3,179+87.1% | $4,155+43.1% | $4,212+41.2% |
| Admin fee / account holder | $805 | $5,467-85.3% | $7,231-88.9% | $7,344-89.0% |