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 | $47,625 | $81,460-41.5% | $103,333-53.9% | $80,856-41.1% |
| Participation rate | 56.6% | 66.8%-10.2pp | 74.5%-17.9pp | 67.6%-11.0pp |
| Annual return | 11.49% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,117 | $3,105-64.0% | $3,868-71.1% | $2,755-59.4% |
| Participant deferral / active EE | $2,603 | $3,869-32.7% | $5,057-48.5% | $4,296-39.4% |
| Admin fee / account holder | $7,227 | $6,566+10.1% | $8,355-13.5% | $6,918+4.5% |