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 | $40,877 | $87,733-53.4% | $106,548-61.6% | $85,850-52.4% |
| Participation rate | 57.1% | 71.9%-14.8pp | 76.1%-19.0pp | 69.3%-12.2pp |
| Annual return | 11.87% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,308 | $2,073-36.9% | $2,819-53.6% | $2,565-49.0% |
| Participant deferral / active EE | $2,506 | $3,469-27.8% | $4,398-43.0% | $3,952-36.6% |
| Admin fee / account holder | $2,081 | $6,767-69.2% | $7,407-71.9% | $6,260-66.8% |