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 | $55,102 | $80,968-31.9% | $96,544-42.9% | $75,163-26.7% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 19.28% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,662 | $2,282-27.2% | $2,965-43.9% | $2,670-37.7% |
| Participant deferral / active EE | $3,439 | $3,928-12.4% | $4,851-29.1% | $4,125-16.6% |
| Admin fee / account holder | $1,839 | $6,724-72.6% | $8,252-77.7% | $5,651-67.4% |