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 | $45,639 | $81,248-43.8% | $155,509-70.7% | $80,856-43.6% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 13.97% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,845 | $3,100-40.5% | $4,672-60.5% | $2,755-33.0% |
| Participant deferral / active EE | $2,895 | $3,452-16.1% | $5,626-48.5% | $4,296-32.6% |
| Admin fee / account holder | $6,060 | $7,997-24.2% | $15,912-61.9% | $6,918-12.4% |