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 | $45,369 | $77,899-41.8% | $149,673-69.7% | $75,163-39.6% |
| Participation rate | 62.3% | 65.6%-3.3pp | 78.8%-16.5pp | 67.2%-4.9pp |
| Annual return | 17.88% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,775 | $3,137-43.4% | $4,818-63.2% | $2,670-33.5% |
| Participant deferral / active EE | $2,140 | $3,411-37.3% | $5,680-62.3% | $4,125-48.1% |
| Admin fee / account holder | $5,283 | $5,956-11.3% | $13,210-60.0% | $5,651-6.5% |