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 | $43,702 | $109,881-60.2% | $150,045-70.9% | $84,808-48.5% |
| Participation rate | 54.3% | 76.1%-21.8pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 15.00% | 28.25%-13.2pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,490 | $3,561-30.1% | $4,693-46.9% | $2,631-5.3% |
| Participant deferral / active EE | $4,231 | $6,636-36.2% | $7,997-47.1% | $4,212+0.5% |
| Admin fee / account holder | $5,408 | $8,568-36.9% | $13,435-59.7% | $7,344-26.4% |