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 | $79,294 | $59,101+34.2% | $77,163+2.8% | $75,163+5.5% |
| Participation rate | 35.8% | 63.9%-28.1pp | 69.6%-33.8pp | 67.2%-31.4pp |
| Annual return | 49.58% | 26.71%+22.9pp | 37.87%+11.7pp | 160.62%-111.0pp |
| Employer contribution / active EE | $1,243 | $1,995-37.7% | $2,535-50.9% | $2,670-53.4% |
| Participant deferral / active EE | $2,251 | $2,999-24.9% | $3,833-41.3% | $4,125-45.4% |
| Admin fee / account holder | $1,730 | $4,774-63.8% | $5,472-68.4% | $5,651-69.4% |