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 | $50,622 | $70,428-28.1% | $96,562-47.6% | $85,850-41.0% |
| Participation rate | 56.8% | 61.8%-5.0pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 14.93% | 18.59%-3.7pp | 37.78%-22.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,991 | $1,413+40.9% | $2,356-15.5% | $2,565-22.4% |
| Participant deferral / active EE | $4,997 | $2,894+72.7% | $3,849+29.8% | $3,952+26.4% |
| Admin fee / account holder | $3,259 | $4,997-34.8% | $6,181-47.3% | $6,260-47.9% |