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 | $62,114 | $65,365-5.0% | $92,893-33.1% | $72,985-14.9% |
| Participation rate | 35.5% | 68.3%-32.8pp | 76.0%-40.5pp | 69.5%-34.0pp |
| Annual return | 16.72% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,613 | $2,594-37.8% | $3,653-55.8% | $2,440-33.9% |
| Participant deferral / active EE | $2,386 | $3,128-23.7% | $4,236-43.7% | $3,607-33.9% |
| Admin fee / account holder | $6,524 | $4,251+53.5% | $5,794+12.6% | $5,124+27.3% |