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 4-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 | $32,860 | $86,929-62.2% | $102,423-67.9% | $80,856-59.4% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 24.06% | 18.88%+5.2pp | 29.32%-5.3pp | 35.59%-11.5pp |
| Employer contribution / active EE | $2,956 | $2,369+24.7% | $3,023-2.2% | $2,755+7.3% |
| Participant deferral / active EE | $5,851 | $4,118+42.1% | $5,053+15.8% | $4,296+36.2% |
| Admin fee / account holder | $748 | $8,049-90.7% | $9,451-92.1% | $6,918-89.2% |