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 | $36,002 | $181,894-80.2% | $156,549-77.0% | $273,961-86.9% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 9.98% | 30.74%-20.8pp | 32.23%-22.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,801 | $6,248-71.2% | $5,501-67.3% | $4,869-63.0% |
| Participant deferral / active EE | $6,125 | $5,550+10.4% | $4,871+25.7% | $5,287+15.9% |
| Admin fee / account holder | $564 | $15,559-96.4% | $13,027-95.7% | $10,132-94.4% |