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 | $61,230 | $73,933-17.2% | $96,683-36.7% | $75,163-18.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 17.16% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,295 | $2,928-21.6% | $3,737-38.6% | $2,670-14.0% |
| Participant deferral / active EE | $5,355 | $3,659+46.4% | $4,878+9.8% | $4,125+29.8% |
| Admin fee / account holder | $5,392 | $5,216+3.4% | $6,730-19.9% | $5,651-4.6% |