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 | $52,871 | $109,413-51.7% | $156,263-66.2% | $84,808-37.7% |
| Participation rate | 62.9% | 72.7%-9.8pp | 78.9%-16.1pp | 68.3%-5.5pp |
| Annual return | 18.53% | 20.18%-1.7pp | 59.47%-40.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,068 | $2,907+40.0% | $4,333-6.1% | $2,631+54.6% |
| Participant deferral / active EE | $7,688 | $4,590+67.5% | $6,158+24.8% | $4,212+82.5% |
| Admin fee / account holder | $8,714 | $9,357-6.9% | $14,255-38.9% | $7,344+18.7% |