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 8-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 | $44,184 | $72,277-38.9% | $101,248-56.4% | $79,858-44.7% |
| Participation rate | 26.9% | 68.5%-41.6pp | 75.8%-48.9pp | 69.6%-42.8pp |
| Annual return | 11.20% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $673 | $2,692-75.0% | $3,660-81.6% | $2,471-72.7% |
| Participant deferral / active EE | $1,437 | $3,282-56.2% | $4,370-67.1% | $3,740-61.6% |
| Admin fee / account holder | $3,110 | $4,400-29.3% | $5,945-47.7% | $5,306-41.4% |