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 | $48,402 | $101,724-52.4% | $164,813-70.6% | $80,856-40.1% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.6%-11.4pp |
| Annual return | 12.96% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,730 | $2,953-41.4% | $4,341-60.2% | $2,755-37.2% |
| Participant deferral / active EE | $2,126 | $4,477-52.5% | $6,031-64.8% | $4,296-50.5% |
| Admin fee / account holder | $3,059 | $8,227-62.8% | $12,690-75.9% | $6,918-55.8% |