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 | $34,041 | $109,413-68.9% | $156,263-78.2% | $84,808-59.9% |
| Participation rate | 51.2% | 72.7%-21.5pp | 78.9%-27.7pp | 68.3%-17.1pp |
| Annual return | 13.50% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,110 | $2,907-27.4% | $4,333-51.3% | $2,631-19.8% |
| Participant deferral / active EE | $5,128 | $4,590+11.7% | $6,158-16.7% | $4,212+21.8% |
| Admin fee / account holder | $10,547 | $9,357+12.7% | $14,255-26.0% | $7,344+43.6% |