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 | $37,307 | $54,517-31.6% | $75,972-50.9% | $74,495-49.9% |
| Participation rate | 61.3% | 60.3%+1.0pp | 69.1%-7.7pp | 67.2%-5.9pp |
| Annual return | 32.86% | 31.82%+1.0pp | 359.55%-326.7pp | 1364.94%-1332.1pp |
| Employer contribution / active EE | $2,286 | $1,777+28.7% | $2,685-14.8% | $2,623-12.8% |
| Participant deferral / active EE | $4,281 | $3,066+39.6% | $4,255+0.6% | $4,346-1.5% |
| Admin fee / account holder | $6,361 | $2,229+185.4% | $6,467-1.6% | $1,942+227.6% |