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 6-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 | $45,834 | $49,915-8.2% | $154,803-70.4% | $74,304-38.3% |
| Participation rate | 58.4% | 54.0%+4.5pp | 78.1%-19.6pp | 60.3%-1.9pp |
| Annual return | 18.16% | 34.06%-15.9pp | 58.88%-40.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,581 | $1,611+60.2% | $4,305-40.1% | $2,241+15.2% |
| Participant deferral / active EE | $3,957 | $2,255+75.5% | $5,540-28.6% | $3,767+5.0% |
| Admin fee / account holder | $5,921 | $2,189+170.5% | $14,329-58.7% | $2,969+99.4% |