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 | $48,345 | $73,933-34.6% | $96,683-50.0% | $75,163-35.7% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 20.80% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,220 | $2,928-24.2% | $3,737-40.6% | $2,670-16.9% |
| Participant deferral / active EE | $4,729 | $3,659+29.3% | $4,878-3.1% | $4,125+14.6% |
| Admin fee / account holder | $20,941 | $5,216+301.5% | $6,730+211.2% | $5,651+270.6% |