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 | $53,909 | $81,248-33.6% | $155,509-65.3% | $80,856-33.3% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,229 | $3,100+4.1% | $4,672-30.9% | $2,755+17.2% |
| Participant deferral / active EE | $3,766 | $3,452+9.1% | $5,626-33.1% | $4,296-12.3% |
| Admin fee / account holder | $651 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |