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 | $40,797 | $46,869-13.0% | $122,332-66.7% | $70,131-41.8% |
| Participation rate | 41.3% | 58.2%-16.9pp | 71.6%-30.4pp | 69.5%-28.3pp |
| Annual return | 13.86% | 24.22%-10.4pp | 30.27%-16.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $382 | $1,288-70.3% | $4,050-90.6% | $2,342-83.7% |
| Participant deferral / active EE | $1,399 | $2,166-35.4% | $3,287-57.4% | $3,332-58.0% |
| Admin fee / account holder | $5,417 | $3,322+63.1% | $5,478-1.1% | $4,645+16.6% |