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 | $54,171 | $93,346-42.0% | $71,796-24.5% | $273,961-80.2% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 6.23% | 130.39%-124.2pp | 78.04%-71.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $896 | $2,733-67.2% | $1,924-53.4% | $4,869-81.6% |
| Participant deferral / active EE | $2,169 | $3,475-37.6% | $2,794-22.4% | $5,287-59.0% |
| Admin fee / account holder | $987 | $6,571-85.0% | $4,815-79.5% | $10,132-90.3% |