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 | $77,352 | $109,413-29.3% | $156,263-50.5% | $84,808-8.8% |
| Participation rate | 57.4% | 72.7%-15.3pp | 78.9%-21.6pp | 68.3%-11.0pp |
| Annual return | 17.80% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,995 | $2,907-31.4% | $4,333-54.0% | $2,631-24.2% |
| Participant deferral / active EE | $5,363 | $4,590+16.9% | $6,158-12.9% | $4,212+27.3% |
| Admin fee / account holder | $11,250 | $9,357+20.2% | $14,255-21.1% | $7,344+53.2% |