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 | $65,590 | $84,233-22.1% | $170,442-61.5% | $70,131-6.5% |
| Participation rate | 59.4% | 70.8%-11.5pp | 83.6%-24.2pp | 69.5%-10.2pp |
| Annual return | 12.46% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,251 | $3,387-63.1% | $5,433-77.0% | $2,342-46.6% |
| Participant deferral / active EE | $3,803 | $3,086+23.3% | $4,939-23.0% | $3,332+14.2% |
| Admin fee / account holder | $5,317 | $5,698-6.7% | $13,880-61.7% | $4,645+14.5% |