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 | $25,636 | $68,719-62.7% | $91,541-72.0% | $84,808-69.8% |
| Participation rate | 56.3% | 64.5%-8.3pp | 69.8%-13.5pp | 68.3%-12.1pp |
| Annual return | 18.40% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,985 | $1,920+3.4% | $2,505-20.8% | $2,631-24.6% |
| Participant deferral / active EE | $3,589 | $3,136+14.4% | $4,008-10.5% | $4,212-14.8% |
| Admin fee / account holder | $2,471 | $5,786-57.3% | $6,956-64.5% | $7,344-66.4% |