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 | $61,790 | $94,625-34.7% | $116,228-46.8% | $84,808-27.1% |
| Participation rate | 38.9% | 70.4%-31.6pp | 74.6%-35.7pp | 68.3%-29.4pp |
| Annual return | 18.22% | 20.40%-2.2pp | 90.06%-71.8pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,257 | $2,347-46.5% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $1,913 | $3,972-51.8% | $4,953-61.4% | $4,212-54.6% |
| Admin fee / account holder | $2,172 | $10,091-78.5% | $11,989-81.9% | $7,344-70.4% |