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 | $41,341 | $93,571-55.8% | $135,903-69.6% | $75,163-45.0% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 15.31% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,155 | $3,537-10.8% | $4,856-35.0% | $2,670+18.2% |
| Participant deferral / active EE | $6,031 | $6,404-5.8% | $7,758-22.3% | $4,125+46.2% |
| Admin fee / account holder | $7,873 | $6,975+12.9% | $10,762-26.8% | $5,651+39.3% |