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 | $68,994 | $93,571-26.3% | $135,903-49.2% | $75,163-8.2% |
| Participation rate | 48.2% | 75.2%-27.0pp | 81.9%-33.7pp | 67.2%-19.0pp |
| Annual return | 18.89% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,592 | $3,537-26.7% | $4,856-46.6% | $2,670-2.9% |
| Participant deferral / active EE | $3,801 | $6,404-40.6% | $7,758-51.0% | $4,125-7.9% |
| Admin fee / account holder | $8,478 | $6,975+21.5% | $10,762-21.2% | $5,651+50.0% |