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 | $49,317 | $102,605-51.9% | $145,661-66.1% | $84,808-41.8% |
| Participation rate | 67.9% | 74.3%-6.4pp | 77.2%-9.4pp | 68.3%-0.5pp |
| Annual return | 16.88% | 26.50%-9.6pp | 101.46%-84.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,320 | $3,325-60.3% | $4,238-68.8% | $2,631-49.8% |
| Participant deferral / active EE | $3,309 | $5,750-42.5% | $7,198-54.0% | $4,212-21.4% |
| Admin fee / account holder | $1,803 | $8,758-79.4% | $12,466-85.5% | $7,344-75.4% |