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 9-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 | $46,296 | $95,803-51.7% | $113,168-59.1% | $84,808-45.4% |
| Participation rate | 64.9% | 72.9%-8.0pp | 76.6%-11.7pp | 68.3%-3.4pp |
| Annual return | 12.99% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,292 | $2,360-2.9% | $2,975-23.0% | $2,631-12.9% |
| Participant deferral / active EE | $5,033 | $4,242+18.6% | $5,107-1.4% | $4,212+19.5% |
| Admin fee / account holder | $3,379 | $8,989-62.4% | $12,068-72.0% | $7,344-54.0% |