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 8-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 | $50,384 | $68,914-26.9% | $136,749-63.2% | $74,304-32.2% |
| Participation rate | 48.7% | 51.3%-2.6pp | 72.1%-23.4pp | 60.3%-11.6pp |
| Annual return | 14.44% | 16.34%-1.9pp | 24.33%-9.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,443 | $1,561-7.6% | $3,400-57.6% | $2,241-35.6% |
| Participant deferral / active EE | $2,077 | $2,541-18.2% | $4,692-55.7% | $3,767-44.9% |
| Admin fee / account holder | $4,140 | $3,149+31.5% | $11,386-63.6% | $2,969+39.5% |