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 | $44,430 | $87,870-49.4% | $113,168-60.7% | $74,304-40.2% |
| Participation rate | 60.5% | 70.7%-10.2pp | 76.6%-16.1pp | 60.3%+0.2pp |
| Annual return | 17.93% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,832 | $2,277-19.5% | $2,975-38.4% | $2,241-18.3% |
| Participant deferral / active EE | $3,247 | $4,241-23.4% | $5,107-36.4% | $3,767-13.8% |
| Admin fee / account holder | $3,704 | $3,368+10.0% | $12,068-69.3% | $2,969+24.8% |