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 | $58,470 | $101,724-42.5% | $164,813-64.5% | $80,856-27.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 12.71% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,891 | $2,953-36.0% | $4,341-56.4% | $2,755-31.4% |
| Participant deferral / active EE | $3,608 | $4,477-19.4% | $6,031-40.2% | $4,296-16.0% |
| Admin fee / account holder | $6,089 | $8,227-26.0% | $12,690-52.0% | $6,918-12.0% |