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 | $50,285 | $86,891-42.1% | $142,449-64.7% | $75,163-33.1% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.8%-17.4pp | 67.2%-7.8pp |
| Annual return | 14.34% | 23.31%-9.0pp | 19.99%-5.6pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,749 | $3,355-47.9% | $4,847-63.9% | $2,670-34.5% |
| Participant deferral / active EE | $3,351 | $4,938-32.1% | $6,283-46.7% | $4,125-18.8% |
| Admin fee / account holder | $4,911 | $7,299-32.7% | $10,011-50.9% | $5,651-13.1% |