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 | $35,712 | $93,571-61.8% | $135,903-73.7% | $75,163-52.5% |
| Participation rate | 58.3% | 75.2%-16.8pp | 81.9%-23.6pp | 67.2%-8.9pp |
| Annual return | 15.52% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,257 | $3,537-36.2% | $4,856-53.5% | $2,670-15.5% |
| Participant deferral / active EE | $5,058 | $6,404-21.0% | $7,758-34.8% | $4,125+22.6% |
| Admin fee / account holder | $5,975 | $6,975-14.3% | $10,762-44.5% | $5,651+5.7% |