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 | $53,902 | $95,803-43.7% | $113,168-52.4% | $84,808-36.4% |
| Participation rate | 51.8% | 72.9%-21.1pp | 76.6%-24.8pp | 68.3%-16.5pp |
| Annual return | 28.94% | 25.00%+3.9pp | 24.27%+4.7pp | 40.90%-12.0pp |
| Employer contribution / active EE | $1,554 | $2,360-34.2% | $2,975-47.8% | $2,631-40.9% |
| Participant deferral / active EE | $3,460 | $4,242-18.4% | $5,107-32.3% | $4,212-17.9% |
| Admin fee / account holder | $10,124 | $8,989+12.6% | $12,068-16.1% | $7,344+37.9% |