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 | $46,536 | $96,956-52.0% | $70,014-33.5% | $273,961-83.0% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 6.72% | 12.93%-6.2pp | 12.99%-6.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $212 | $3,316-93.6% | $2,338-90.9% | $4,869-95.6% |
| Participant deferral / active EE | $2,229 | $3,744-40.5% | $2,931-23.9% | $5,287-57.8% |
| Admin fee / account holder | $627 | $7,934-92.1% | $4,380-85.7% | $10,132-93.8% |