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 | $49,169 | $80,724-39.1% | $103,333-52.4% | $74,495-34.0% |
| Participation rate | 43.8% | 65.7%-21.9pp | 74.5%-30.8pp | 67.2%-23.5pp |
| Annual return | 11.35% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $772 | $3,157-75.6% | $3,868-80.0% | $2,623-70.6% |
| Participant deferral / active EE | $2,174 | $3,860-43.7% | $5,057-57.0% | $4,346-50.0% |
| Admin fee / account holder | $397 | $2,368-83.2% | $8,355-95.2% | $1,942-79.5% |