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 9-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 | $60,592 | $49,915+21.4% | $154,803-60.9% | $74,304-18.5% |
| Participation rate | 23.7% | 54.0%-30.3pp | 78.1%-54.4pp | 60.3%-36.7pp |
| Annual return | 15.88% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $877 | $1,611-45.6% | $4,305-79.6% | $2,241-60.9% |
| Participant deferral / active EE | $3,004 | $2,255+33.2% | $5,540-45.8% | $3,767-20.3% |
| Admin fee / account holder | $6,916 | $2,189+215.9% | $14,329-51.7% | $2,969+132.9% |