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 | $83,950 | $53,127+58.0% | $86,590-3.0% | $70,131+19.7% |
| Participation rate | 46.8% | 65.3%-18.5pp | 73.5%-26.8pp | 69.5%-22.8pp |
| Annual return | 12.80% | 27.66%-14.9pp | 964.84%-952.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $504 | $2,068-75.6% | $2,839-82.3% | $2,342-78.5% |
| Participant deferral / active EE | $2,029 | $2,696-24.7% | $3,609-43.8% | $3,332-39.1% |
| Admin fee / account holder | $909 | $3,585-74.6% | $4,906-81.5% | $4,645-80.4% |