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 5-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 | $52,584 | $101,724-48.3% | $164,813-68.1% | $80,856-35.0% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.6%0pp |
| Annual return | 17.23% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,108 | $2,953-28.6% | $4,341-51.4% | $2,755-23.5% |
| Participant deferral / active EE | $3,542 | $4,477-20.9% | $6,031-41.3% | $4,296-17.5% |
| Admin fee / account holder | $5,169 | $8,227-37.2% | $12,690-59.3% | $6,918-25.3% |