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 | $42,965 | $79,944-46.3% | $98,439-56.4% | $75,163-42.8% |
| Participation rate | 53.1% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.1pp |
| Annual return | 27.11% | 19.75%+7.4pp | 21.16%+5.9pp | 160.62%-133.5pp |
| Employer contribution / active EE | $2,042 | $2,264-9.8% | $3,048-33.0% | $2,670-23.5% |
| Participant deferral / active EE | $5,378 | $3,752+43.3% | $4,738+13.5% | $4,125+30.4% |
| Admin fee / account holder | $2,426 | $6,840-64.5% | $8,948-72.9% | $5,651-57.1% |