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 | $56,174 | $81,460-31.0% | $103,333-45.6% | $80,856-30.5% |
| Participation rate | 23.3% | 66.8%-43.6pp | 74.5%-51.3pp | 67.6%-44.4pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,231 | $3,105-60.4% | $3,868-68.2% | $2,755-55.3% |
| Participant deferral / active EE | $1,717 | $3,869-55.6% | $5,057-66.0% | $4,296-60.0% |
| Admin fee / account holder | $8,110 | $6,566+23.5% | $8,355-2.9% | $6,918+17.2% |