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 | $32,474 | $109,881-70.4% | $150,045-78.4% | $84,808-61.7% |
| Participation rate | 61.0% | 76.1%-15.1pp | 82.3%-21.3pp | 68.3%-7.3pp |
| Annual return | 32.46% | 28.25%+4.2pp | 62.55%-30.1pp | 40.90%-8.4pp |
| Employer contribution / active EE | $3,070 | $3,561-13.8% | $4,693-34.6% | $2,631+16.7% |
| Participant deferral / active EE | $6,627 | $6,636-0.1% | $7,997-17.1% | $4,212+57.4% |
| Admin fee / account holder | $10,321 | $8,568+20.5% | $13,435-23.2% | $7,344+40.5% |