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 | $47,215 | $83,477-43.4% | $125,175-62.3% | $72,985-35.3% |
| Participation rate | 52.7% | 73.3%-20.6pp | 79.8%-27.0pp | 69.5%-16.7pp |
| Annual return | 20.10% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,322 | $2,345-43.6% | $3,865-65.8% | $2,440-45.8% |
| Participant deferral / active EE | $2,035 | $3,585-43.2% | $4,937-58.8% | $3,607-43.6% |
| Admin fee / account holder | $3,004 | $5,517-45.5% | $9,702-69.0% | $5,124-41.4% |