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 5-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 | $59,342 | $80,717-26.5% | $154,803-61.7% | $84,808-30.0% |
| Participation rate | 56.8% | 66.8%-10.1pp | 78.1%-21.3pp | 68.3%-11.6pp |
| Annual return | 17.12% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,226 | $2,761-19.4% | $4,305-48.3% | $2,631-15.4% |
| Participant deferral / active EE | $4,872 | $3,303+47.5% | $5,540-12.1% | $4,212+15.7% |
| Admin fee / account holder | $2,154 | $6,746-68.1% | $14,329-85.0% | $7,344-70.7% |