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 | $32,250 | $86,929-62.9% | $102,423-68.5% | $80,856-60.1% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.2pp |
| Annual return | 30.33% | 18.88%+11.4pp | 29.32%+1.0pp | 35.59%-5.3pp |
| Employer contribution / active EE | $2,538 | $2,369+7.1% | $3,023-16.0% | $2,755-7.9% |
| Participant deferral / active EE | $5,607 | $4,118+36.1% | $5,053+11.0% | $4,296+30.5% |
| Admin fee / account holder | $1,825 | $8,049-77.3% | $9,451-80.7% | $6,918-73.6% |