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 5-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 | $58,197 | $86,891-33.0% | $142,449-59.1% | $75,163-22.6% |
| Participation rate | 23.0% | 68.5%-45.5pp | 76.8%-53.8pp | 67.2%-44.2pp |
| Annual return | 17.50% | 23.31%-5.8pp | 19.99%-2.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,994 | $3,355+19.0% | $4,847-17.6% | $2,670+49.6% |
| Participant deferral / active EE | $7,657 | $4,938+55.1% | $6,283+21.9% | $4,125+85.6% |
| Admin fee / account holder | $5,163 | $7,299-29.3% | $10,011-48.4% | $5,651-8.6% |