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 | $40,175 | $66,098-39.2% | $101,794-60.5% | $74,304-45.9% |
| Participation rate | 52.3% | 53.8%-1.5pp | 69.2%-16.9pp | 60.3%-8.1pp |
| Annual return | 17.61% | 19.59%-2.0pp | 30.53%-12.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,930 | $1,082+78.4% | $2,289-15.7% | $2,241-13.9% |
| Participant deferral / active EE | $3,519 | $2,781+26.5% | $4,084-13.8% | $3,767-6.6% |
| Admin fee / account holder | $3,343 | $4,146-19.4% | $8,777-61.9% | $2,969+12.6% |