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 | $42,871 | $86,944-50.7% | $107,525-60.1% | $74,304-42.3% |
| Participation rate | 42.1% | 59.6%-17.4pp | 75.1%-32.9pp | 60.3%-18.2pp |
| Annual return | 13.21% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $929 | $2,757-66.3% | $3,754-75.3% | $2,241-58.6% |
| Participant deferral / active EE | $1,952 | $3,554-45.1% | $5,116-61.8% | $3,767-48.2% |
| Admin fee / account holder | $9,320 | $3,727+150.1% | $8,919+4.5% | $2,969+213.9% |