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 | $42,742 | $65,041-34.3% | $90,951-53.0% | $79,858-46.5% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 17.82% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,670 | $1,247+33.9% | $2,122-21.3% | $2,471-32.4% |
| Participant deferral / active EE | $3,048 | $2,512+21.3% | $3,373-9.6% | $3,740-18.5% |
| Admin fee / account holder | $3,134 | $4,536-30.9% | $5,959-47.4% | $5,306-40.9% |