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 5-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 | $75,298 | $109,413-31.2% | $156,263-51.8% | $84,808-11.2% |
| Participation rate | 65.6% | 72.7%-7.1pp | 78.9%-13.3pp | 68.3%-2.7pp |
| Annual return | 18.97% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,306 | $2,907+13.7% | $4,333-23.7% | $2,631+25.6% |
| Participant deferral / active EE | $6,443 | $4,590+40.4% | $6,158+4.6% | $4,212+53.0% |
| Admin fee / account holder | $3,264 | $9,357-65.1% | $14,255-77.1% | $7,344-55.6% |