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 | $54,790 | $101,724-46.1% | $164,813-66.8% | $80,856-32.2% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.6%-19.5pp |
| Annual return | 14.56% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,021 | $2,953-31.6% | $4,341-53.4% | $2,755-26.6% |
| Participant deferral / active EE | $4,010 | $4,477-10.4% | $6,031-33.5% | $4,296-6.7% |
| Admin fee / account holder | $15,740 | $8,227+91.3% | $12,690+24.0% | $6,918+127.5% |