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 | $61,967 | $91,037-31.9% | $71,671-13.5% | $147,584-58.0% |
| Participation rate | 46.2% | 76.1%-30.0pp | 68.7%-22.6pp | 82.8%-36.7pp |
| Annual return | 16.45% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $989 | $3,327-70.3% | $2,460-59.8% | $4,876-79.7% |
| Participant deferral / active EE | $3,681 | $4,498-18.2% | $3,438+7.1% | $5,439-32.3% |
| Admin fee / account holder | $1,263 | $8,613-85.3% | $5,558-77.3% | $10,885-88.4% |