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 | $35,103 | $81,460-56.9% | $103,333-66.0% | $80,856-56.6% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 14.92% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,240 | $3,105-27.9% | $3,868-42.1% | $2,755-18.7% |
| Participant deferral / active EE | $5,782 | $3,869+49.5% | $5,057+14.3% | $4,296+34.6% |
| Admin fee / account holder | $1,107 | $6,566-83.1% | $8,355-86.8% | $6,918-84.0% |