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 8-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 | $48,260 | $81,460-40.8% | $103,333-53.3% | $80,856-40.3% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 19.92% | 25.55%-5.6pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,719 | $3,105-12.4% | $3,868-29.7% | $2,755-1.3% |
| Participant deferral / active EE | $4,264 | $3,869+10.2% | $5,057-15.7% | $4,296-0.7% |
| Admin fee / account holder | $10,129 | $6,566+54.2% | $8,355+21.2% | $6,918+46.4% |