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 | $56,812 | $77,503-26.7% | $100,391-43.4% | $80,856-29.7% |
| Participation rate | 57.6% | 76.9%-19.4pp | 81.5%-23.9pp | 67.6%-10.1pp |
| Annual return | 14.99% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,861 | $2,801+2.1% | $3,942-27.4% | $2,755+3.8% |
| Participant deferral / active EE | $6,851 | $6,820+0.5% | $8,082-15.2% | $4,296+59.5% |
| Admin fee / account holder | $12,359 | $5,897+109.6% | $7,899+56.5% | $6,918+78.7% |