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 | $45,785 | $80,717-43.3% | $154,803-70.4% | $84,808-46.0% |
| Participation rate | 65.7% | 66.8%-1.1pp | 78.1%-12.4pp | 68.3%-2.6pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,362 | $2,761-14.4% | $4,305-45.1% | $2,631-10.2% |
| Participant deferral / active EE | $3,207 | $3,303-2.9% | $5,540-42.1% | $4,212-23.9% |
| Admin fee / account holder | $3,688 | $6,746-45.3% | $14,329-74.3% | $7,344-49.8% |