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 | $45,265 | $59,097-23.4% | $82,389-45.1% | $74,304-39.1% |
| Participation rate | 52.9% | 52.8%+0.2pp | 69.5%-16.6pp | 60.3%-7.4pp |
| Annual return | 16.09% | 22.85%-6.8pp | 28.67%-12.6pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,444 | $1,601-9.8% | $2,517-42.6% | $2,241-35.6% |
| Participant deferral / active EE | $5,299 | $2,775+90.9% | $4,155+27.5% | $3,767+40.7% |
| Admin fee / account holder | $10,997 | $4,489+145.0% | $7,231+52.1% | $2,969+270.4% |