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 | $43,830 | $86,929-49.6% | $102,423-57.2% | $80,856-45.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 23.31% | 18.88%+4.4pp | 29.32%-6.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,246 | $2,369-47.4% | $3,023-58.8% | $2,755-54.8% |
| Participant deferral / active EE | $2,423 | $4,118-41.2% | $5,053-52.0% | $4,296-43.6% |
| Admin fee / account holder | $14,006 | $8,049+74.0% | $9,451+48.2% | $6,918+102.5% |