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 | $40,604 | $74,927-45.8% | $101,794-60.1% | $84,808-52.1% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.2%-0.7pp | 68.3%+0.2pp |
| Annual return | 21.73% | 18.70%+3.0pp | 30.53%-8.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $5,681 | $1,522+273.3% | $2,289+148.2% | $2,631+115.9% |
| Participant deferral / active EE | $2,890 | $3,099-6.8% | $4,084-29.2% | $4,212-31.4% |
| Admin fee / account holder | $2,173 | $6,514-66.6% | $8,777-75.2% | $7,344-70.4% |