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 | $50,737 | $87,870-42.3% | $113,168-55.2% | $74,304-31.7% |
| Participation rate | 42.7% | 70.7%-28.1pp | 76.6%-33.9pp | 60.3%-17.7pp |
| Annual return | 18.23% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,903 | $2,277-16.4% | $2,975-36.0% | $2,241-15.1% |
| Participant deferral / active EE | $3,369 | $4,241-20.6% | $5,107-34.0% | $3,767-10.6% |
| Admin fee / account holder | $5,788 | $3,368+71.8% | $12,068-52.0% | $2,969+95.0% |