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 8-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 | $31,433 | $60,892-48.4% | $82,389-61.8% | $84,808-62.9% |
| Participation rate | 68.0% | 63.3%+4.7pp | 69.5%-1.5pp | 68.3%-0.3pp |
| Annual return | 18.24% | 37.29%-19.1pp | 28.67%-10.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,370 | $1,779-23.0% | $2,517-45.6% | $2,631-47.9% |
| Participant deferral / active EE | $2,684 | $3,179-15.6% | $4,155-35.4% | $4,212-36.3% |
| Admin fee / account holder | $744 | $5,467-86.4% | $7,231-89.7% | $7,344-89.9% |