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 | $55,764 | $87,870-36.5% | $113,168-50.7% | $74,304-25.0% |
| Participation rate | 59.5% | 70.7%-11.2pp | 76.6%-17.1pp | 60.3%-0.8pp |
| Annual return | 13.11% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,514 | $2,277-33.5% | $2,975-49.1% | $2,241-32.5% |
| Participant deferral / active EE | $2,418 | $4,241-43.0% | $5,107-52.7% | $3,767-35.8% |
| Admin fee / account holder | $4,166 | $3,368+23.7% | $12,068-65.5% | $2,969+40.3% |