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 | $48,217 | $86,891-44.5% | $142,449-66.2% | $75,163-35.9% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.8%-21.6pp | 67.2%-12.0pp |
| Annual return | 16.97% | 23.31%-6.3pp | 19.99%-3.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,684 | $3,355-20.0% | $4,847-44.6% | $2,670+0.5% |
| Participant deferral / active EE | $4,539 | $4,938-8.1% | $6,283-27.8% | $4,125+10.0% |
| Admin fee / account holder | $2,147 | $7,299-70.6% | $10,011-78.6% | $5,651-62.0% |