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 8-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 | $39,732 | $60,892-34.7% | $82,389-51.8% | $84,808-53.2% |
| Participation rate | 51.5% | 63.3%-11.7pp | 69.5%-18.0pp | 68.3%-16.8pp |
| Annual return | 15.86% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,131 | $1,779+19.8% | $2,517-15.3% | $2,631-19.0% |
| Participant deferral / active EE | $3,084 | $3,179-3.0% | $4,155-25.8% | $4,212-26.8% |
| Admin fee / account holder | $9,424 | $5,467+72.4% | $7,231+30.3% | $7,344+28.3% |