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 | $53,533 | $76,670-30.2% | $96,683-44.6% | $71,457-25.1% |
| Participation rate | 41.9% | 66.6%-24.7pp | 74.3%-32.5pp | 67.9%-26.0pp |
| Annual return | 17.48% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,684 | $3,031-11.5% | $3,737-28.2% | $2,588+3.7% |
| Participant deferral / active EE | $2,199 | $3,771-41.7% | $4,878-54.9% | $4,289-48.7% |
| Admin fee / account holder | $1,894 | $2,028-6.6% | $6,730-71.9% | $1,587+19.3% |