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 | $36,782 | $74,927-50.9% | $101,794-63.9% | $84,808-56.6% |
| Participation rate | 58.2% | 61.4%-3.2pp | 69.2%-10.9pp | 68.3%-10.1pp |
| Annual return | 21.51% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,110 | $1,522+38.7% | $2,289-7.8% | $2,631-19.8% |
| Participant deferral / active EE | $4,620 | $3,099+49.1% | $4,084+13.1% | $4,212+9.7% |
| Admin fee / account holder | $2,587 | $6,514-60.3% | $8,777-70.5% | $7,344-64.8% |