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 | $29,492 | $117,381-74.9% | $99,443-70.3% | $152,861-80.7% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.4%-25.3pp |
| Annual return | 23.37% | 31.87%-8.5pp | 30.72%-7.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $572 | $3,013-81.0% | $2,540-77.5% | $4,762-88.0% |
| Participant deferral / active EE | $1,581 | $4,086-61.3% | $3,619-56.3% | $5,850-73.0% |
| Admin fee / account holder | $4,422 | $7,631-42.1% | $6,250-29.3% | $11,596-61.9% |