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 | $52,603 | $95,266-44.8% | $82,389-36.2% | $142,382-63.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 14.40% | 25.74%-11.3pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $662 | $2,991-77.9% | $2,517-73.7% | $4,299-84.6% |
| Participant deferral / active EE | $1,536 | $4,809-68.1% | $4,155-63.0% | $6,507-76.4% |
| Admin fee / account holder | $1,968 | $8,563-77.0% | $7,231-72.8% | $12,624-84.4% |