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 | $48,009 | $77,899-38.4% | $149,673-67.9% | $75,163-36.1% |
| Participation rate | 34.9% | 65.6%-30.7pp | 78.8%-43.9pp | 67.2%-32.3pp |
| Annual return | 20.12% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $422 | $3,137-86.6% | $4,818-91.2% | $2,670-84.2% |
| Participant deferral / active EE | $1,681 | $3,411-50.7% | $5,680-70.4% | $4,125-59.3% |
| Admin fee / account holder | $1,417 | $5,956-76.2% | $13,210-89.3% | $5,651-74.9% |