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 | $65,149 | $181,894-64.2% | $156,549-58.4% | $273,961-76.2% |
| Participation rate | 47.1% | 88.4%-41.3pp | 84.0%-37.0pp | 83.0%-36.0pp |
| Annual return | 6.64% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,858 | $6,248-70.3% | $5,501-66.2% | $4,869-61.8% |
| Participant deferral / active EE | $5,326 | $5,550-4.0% | $4,871+9.3% | $5,287+0.7% |
| Admin fee / account holder | $18,468 | $15,559+18.7% | $13,027+41.8% | $10,132+82.3% |