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 | $30,940 | $80,717-61.7% | $154,803-80.0% | $84,808-63.5% |
| Participation rate | 67.0% | 66.8%+0.2pp | 78.1%-11.0pp | 68.3%-1.3pp |
| Annual return | 25.50% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,014 | $2,761+9.2% | $4,305-30.0% | $2,631+14.6% |
| Participant deferral / active EE | $4,867 | $3,303+47.3% | $5,540-12.2% | $4,212+15.6% |
| Admin fee / account holder | $2,868 | $6,746-57.5% | $14,329-80.0% | $7,344-61.0% |