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 | $47,090 | $109,881-57.1% | $150,045-68.6% | $84,808-44.5% |
| Participation rate | 54.5% | 76.1%-21.5pp | 82.3%-27.8pp | 68.3%-13.8pp |
| Annual return | 44.19% | 28.25%+15.9pp | 62.55%-18.4pp | 40.90%+3.3pp |
| Employer contribution / active EE | $853 | $3,561-76.1% | $4,693-81.8% | $2,631-67.6% |
| Participant deferral / active EE | $3,095 | $6,636-53.4% | $7,997-61.3% | $4,212-26.5% |
| Admin fee / account holder | $2,178 | $8,568-74.6% | $13,435-83.8% | $7,344-70.3% |