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 | $56,423 | $80,717-30.1% | $154,803-63.6% | $84,808-33.5% |
| Participation rate | 61.6% | 66.8%-5.2pp | 78.1%-16.4pp | 68.3%-6.7pp |
| Annual return | 19.00% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,030 | $2,761-26.5% | $4,305-52.8% | $2,631-22.8% |
| Participant deferral / active EE | $4,462 | $3,303+35.1% | $5,540-19.5% | $4,212+5.9% |
| Admin fee / account holder | $4,008 | $6,746-40.6% | $14,329-72.0% | $7,344-45.4% |