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 | $43,727 | $81,460-46.3% | $103,333-57.7% | $80,856-45.9% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 16.13% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,096 | $3,105-0.3% | $3,868-19.9% | $2,755+12.4% |
| Participant deferral / active EE | $5,662 | $3,869+46.3% | $5,057+11.9% | $4,296+31.8% |
| Admin fee / account holder | $677 | $6,566-89.7% | $8,355-91.9% | $6,918-90.2% |