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 | $67,839 | $62,127+9.2% | $81,382-16.6% | $74,495-8.9% |
| Participation rate | 44.2% | 64.0%-19.8pp | 69.5%-25.2pp | 67.2%-23.0pp |
| Annual return | 13.18% | 16.48%-3.3pp | 24.73%-11.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,272 | $1,882-32.4% | $2,463-48.3% | $2,623-51.5% |
| Participant deferral / active EE | $2,082 | $3,229-35.5% | $3,883-46.4% | $4,346-52.1% |
| Admin fee / account holder | $1,678 | $1,934-13.2% | $5,768-70.9% | $1,942-13.6% |