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 5-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 | $51,066 | $93,571-45.4% | $135,903-62.4% | $75,163-32.1% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 17.33% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,798 | $3,537-20.9% | $4,856-42.4% | $2,670+4.8% |
| Participant deferral / active EE | $6,176 | $6,404-3.6% | $7,758-20.4% | $4,125+49.7% |
| Admin fee / account holder | $5,869 | $6,975-15.9% | $10,762-45.5% | $5,651+3.9% |