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 3-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 | $27,653 | $68,547-59.7% | $120,354-77.0% | $80,856-65.8% |
| Participation rate | 64.5% | 61.6%+2.9pp | 71.9%-7.4pp | 67.6%-3.1pp |
| Annual return | 11.10% | 23.60%-12.5pp | 107.15%-96.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,867 | $2,051-9.0% | $3,463-46.1% | $2,755-32.2% |
| Participant deferral / active EE | $3,426 | $3,173+8.0% | $4,991-31.4% | $4,296-20.2% |
| Admin fee / account holder | $1,995 | $5,732-65.2% | $9,423-78.8% | $6,918-71.2% |