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 | $58,371 | $76,552-23.7% | $123,892-52.9% | $62,891-7.2% |
| Participation rate | 44.6% | 73.0%-28.4pp | 81.4%-36.8pp | 69.3%-24.7pp |
| Annual return | 6.62% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,282 | $2,883-20.8% | $4,617-50.6% | $2,2810% |
| Participant deferral / active EE | $4,936 | $4,840+2.0% | $5,984-17.5% | $3,203+54.1% |
| Admin fee / account holder | $6,969 | $4,826+44.4% | $8,357-16.6% | $4,296+62.2% |