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 | $45,569 | $65,041-29.9% | $90,951-49.9% | $79,858-42.9% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.3pp |
| Annual return | 17.55% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,270 | $1,247+1.8% | $2,122-40.1% | $2,471-48.6% |
| Participant deferral / active EE | $2,569 | $2,512+2.3% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $5,531 | $4,536+21.9% | $5,959-7.2% | $5,306+4.2% |