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 | $33,789 | $73,933-54.3% | $96,683-65.1% | $75,163-55.0% |
| Participation rate | 45.2% | 66.4%-21.3pp | 74.3%-29.2pp | 67.2%-22.0pp |
| Annual return | 30.40% | 26.70%+3.7pp | 35.69%-5.3pp | 160.62%-130.2pp |
| Employer contribution / active EE | $1,891 | $2,928-35.4% | $3,737-49.4% | $2,670-29.2% |
| Participant deferral / active EE | $4,196 | $3,659+14.7% | $4,878-14.0% | $4,125+1.7% |
| Admin fee / account holder | $3,687 | $5,216-29.3% | $6,730-45.2% | $5,651-34.8% |