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 7-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 | $44,116 | $81,460-45.8% | $103,333-57.3% | $80,856-45.4% |
| Participation rate | 31.4% | 66.8%-35.5pp | 74.5%-43.1pp | 67.6%-36.3pp |
| Annual return | 11.70% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,449 | $3,105-53.3% | $3,868-62.5% | $2,755-47.4% |
| Participant deferral / active EE | $2,115 | $3,869-45.3% | $5,057-58.2% | $4,296-50.8% |
| Admin fee / account holder | $4,650 | $6,566-29.2% | $8,355-44.3% | $6,918-32.8% |