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 | $81,631 | $89,753-9.0% | $107,525-24.1% | $84,808-3.7% |
| Participation rate | 53.2% | 68.1%-14.8pp | 75.1%-21.8pp | 68.3%-15.1pp |
| Annual return | 18.02% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,185 | $3,113-61.9% | $3,754-68.4% | $2,631-55.0% |
| Participant deferral / active EE | $3,082 | $4,056-24.0% | $5,116-39.8% | $4,212-26.8% |
| Admin fee / account holder | $2,215 | $7,222-69.3% | $8,919-75.2% | $7,344-69.8% |