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 7-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 | $65,119 | $81,460-20.1% | $103,333-37.0% | $80,856-19.5% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 13.84% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,699 | $3,105-13.1% | $3,868-30.2% | $2,755-2.0% |
| Participant deferral / active EE | $3,754 | $3,869-3.0% | $5,057-25.8% | $4,296-12.6% |
| Admin fee / account holder | $958 | $6,566-85.4% | $8,355-88.5% | $6,918-86.2% |