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 8-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 | $47,238 | $81,460-42.0% | $103,333-54.3% | $80,856-41.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 23.52% | 25.55%-2.0pp | 24.88%-1.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,015 | $3,105-35.1% | $3,868-47.9% | $2,755-26.9% |
| Participant deferral / active EE | $4,352 | $3,869+12.5% | $5,057-14.0% | $4,296+1.3% |
| Admin fee / account holder | $12,507 | $6,566+90.5% | $8,355+49.7% | $6,918+80.8% |