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 | $45,796 | $57,541-20.4% | $95,745-52.2% | $75,163-39.1% |
| Participation rate | 43.2% | 62.5%-19.3pp | 72.3%-29.0pp | 67.2%-23.9pp |
| Annual return | 14.22% | 34.93%-20.7pp | 28.35%-14.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,679 | $1,808-7.1% | $2,835-40.8% | $2,670-37.1% |
| Participant deferral / active EE | $3,384 | $3,074+10.1% | $4,245-20.3% | $4,125-18.0% |
| Admin fee / account holder | $7,377 | $4,099+80.0% | $5,678+29.9% | $5,651+30.5% |