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 | $41,682 | $163,101-74.4% | $136,749-69.5% | $142,382-70.7% |
| Participation rate | 54.2% | 78.2%-24.1pp | 72.1%-18.0pp | 80.1%-26.0pp |
| Annual return | 15.47% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,185 | $4,117-71.2% | $3,400-65.1% | $4,299-72.4% |
| Participant deferral / active EE | $1,824 | $5,585-67.3% | $4,692-61.1% | $6,507-72.0% |
| Admin fee / account holder | $7,143 | $14,318-50.1% | $11,386-37.3% | $12,624-43.4% |