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 | $32,339 | $100,326-67.8% | $180,183-82.1% | $84,808-61.9% |
| Participation rate | 56.0% | 71.0%-15.0pp | 77.4%-21.4pp | 68.3%-12.3pp |
| Annual return | 20.57% | 17.86%+2.7pp | 27.86%-7.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,471 | $3,269-24.4% | $5,039-51.0% | $2,631-6.1% |
| Participant deferral / active EE | $3,923 | $5,066-22.6% | $6,822-42.5% | $4,212-6.9% |
| Admin fee / account holder | $773 | $9,674-92.0% | $19,975-96.1% | $7,344-89.5% |