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 | $47,841 | $76,552-37.5% | $123,892-61.4% | $62,891-23.9% |
| Participation rate | 61.0% | 73.0%-11.9pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,953 | $2,883-32.3% | $4,617-57.7% | $2,281-14.4% |
| Participant deferral / active EE | $4,098 | $4,840-15.3% | $5,984-31.5% | $3,203+27.9% |
| Admin fee / account holder | $1,589 | $4,826-67.1% | $8,357-81.0% | $4,296-63.0% |