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 | $50,977 | $81,460-37.4% | $103,333-50.7% | $80,856-37.0% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.6%-5.9pp |
| Annual return | 21.12% | 25.55%-4.4pp | 24.88%-3.8pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,595 | $3,105-48.6% | $3,868-58.8% | $2,755-42.1% |
| Participant deferral / active EE | $6,776 | $3,869+75.1% | $5,057+34.0% | $4,296+57.7% |
| Admin fee / account holder | $4,527 | $6,566-31.1% | $8,355-45.8% | $6,918-34.6% |