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 4-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 | $55,950 | $86,929-35.6% | $102,423-45.4% | $80,856-30.8% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 12.65% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,508 | $2,369+5.8% | $3,023-17.1% | $2,755-9.0% |
| Participant deferral / active EE | $4,358 | $4,118+5.8% | $5,053-13.7% | $4,296+1.5% |
| Admin fee / account holder | $10,470 | $8,049+30.1% | $9,451+10.8% | $6,918+51.3% |