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 | $61,890 | $73,933-16.3% | $96,683-36.0% | $75,163-17.7% |
| Participation rate | 55.2% | 66.4%-11.2pp | 74.3%-19.2pp | 67.2%-12.0pp |
| Annual return | 17.94% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,033 | $2,928+3.6% | $3,737-18.8% | $2,670+13.6% |
| Participant deferral / active EE | $6,448 | $3,659+76.2% | $4,878+32.2% | $4,125+56.3% |
| Admin fee / account holder | $10,269 | $5,216+96.9% | $6,730+52.6% | $5,651+81.7% |