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 | $44,305 | $82,882-46.5% | $127,761-65.3% | $72,985-39.3% |
| Participation rate | 50.0% | 71.5%-21.5pp | 79.0%-29.0pp | 69.5%-19.5pp |
| Annual return | 23.33% | 32.20%-8.9pp | 26.14%-2.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,234 | $3,346-33.3% | $4,574-51.2% | $2,440-8.4% |
| Participant deferral / active EE | $4,510 | $4,791-5.9% | $6,021-25.1% | $3,607+25.0% |
| Admin fee / account holder | $6,119 | $6,487-5.7% | $9,395-34.9% | $5,124+19.4% |