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 7-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 | $40,914 | $53,777-23.9% | $134,143-69.5% | $79,858-48.8% |
| Participation rate | 65.4% | 58.8%+6.6pp | 72.2%-6.8pp | 69.6%-4.2pp |
| Annual return | 18.16% | 19.01%-0.8pp | 36.33%-18.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,570 | $1,321+18.8% | $3,704-57.6% | $2,471-36.5% |
| Participant deferral / active EE | $1,514 | $2,420-37.4% | $3,499-56.7% | $3,740-59.5% |
| Admin fee / account holder | $999 | $3,984-74.9% | $6,684-85.0% | $5,306-81.2% |