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 5-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 | $62,228 | $95,266-34.7% | $82,389-24.5% | $142,382-56.3% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.5%-4.3pp | 80.1%-14.9pp |
| Annual return | 20.91% | 25.74%-4.8pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,064 | $2,991-31.0% | $2,517-18.0% | $4,299-52.0% |
| Participant deferral / active EE | $5,691 | $4,809+18.3% | $4,155+37.0% | $6,507-12.5% |
| Admin fee / account holder | $5,015 | $8,563-41.4% | $7,231-30.6% | $12,624-60.3% |