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 | $56,440 | $81,460-30.7% | $103,333-45.4% | $80,856-30.2% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 18.08% | 25.55%-7.5pp | 24.88%-6.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,920 | $3,105-38.2% | $3,868-50.4% | $2,755-30.3% |
| Participant deferral / active EE | $4,029 | $3,869+4.1% | $5,057-20.3% | $4,296-6.2% |
| Admin fee / account holder | $5,041 | $6,566-23.2% | $8,355-39.7% | $6,918-27.1% |