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 7-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 | $81,037 | $83,477-2.9% | $125,175-35.3% | $72,985+11.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 22.27% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,700 | $2,345-27.5% | $3,865-56.0% | $2,440-30.3% |
| Participant deferral / active EE | $3,846 | $3,585+7.3% | $4,937-22.1% | $3,607+6.6% |
| Admin fee / account holder | $2,201 | $5,517-60.1% | $9,702-77.3% | $5,124-57.1% |