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 | $41,945 | $54,762-23.4% | $90,281-53.5% | $72,985-42.5% |
| Participation rate | 60.7% | 65.1%-4.4pp | 73.3%-12.6pp | 69.5%-8.8pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $331 | $2,092-84.2% | $2,854-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $2,310 | $2,887-20.0% | $3,885-40.6% | $3,607-36.0% |
| Admin fee / account holder | $6,333 | $3,972+59.4% | $5,351+18.3% | $5,124+23.6% |