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 10-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 | $46,594 | $95,803-51.4% | $113,168-58.8% | $84,808-45.1% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 23.09% | 25.00%-1.9pp | 24.27%-1.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,963 | $2,360-16.8% | $2,975-34.0% | $2,631-25.4% |
| Participant deferral / active EE | $4,078 | $4,242-3.9% | $5,107-20.2% | $4,212-3.2% |
| Admin fee / account holder | $2,525 | $8,989-71.9% | $12,068-79.1% | $7,344-65.6% |