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 | $50,460 | $95,803-47.3% | $113,168-55.4% | $84,808-40.5% |
| Participation rate | 47.5% | 72.9%-25.3pp | 76.6%-29.0pp | 68.3%-20.8pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,103 | $2,360-10.9% | $2,975-29.3% | $2,631-20.1% |
| Participant deferral / active EE | $4,546 | $4,242+7.2% | $5,107-11.0% | $4,212+7.9% |
| Admin fee / account holder | $3,111 | $8,989-65.4% | $12,068-74.2% | $7,344-57.6% |