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 | $62,908 | $84,556-25.6% | $116,228-45.9% | $74,304-15.3% |
| Participation rate | 53.2% | 66.0%-12.9pp | 74.6%-21.4pp | 60.3%-7.2pp |
| Annual return | 16.19% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,546 | $2,168-28.7% | $2,994-48.4% | $2,241-31.0% |
| Participant deferral / active EE | $3,343 | $3,814-12.4% | $4,953-32.5% | $3,767-11.3% |
| Admin fee / account holder | $4,176 | $3,792+10.1% | $11,989-65.2% | $2,969+40.7% |