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 | $43,295 | $87,733-50.7% | $106,548-59.4% | $85,850-49.6% |
| Participation rate | 52.6% | 71.9%-19.3pp | 76.1%-23.5pp | 69.3%-16.7pp |
| Annual return | 12.05% | 21.86%-9.8pp | 26.80%-14.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,632 | $2,073-21.3% | $2,819-42.1% | $2,565-36.4% |
| Participant deferral / active EE | $2,899 | $3,469-16.4% | $4,398-34.1% | $3,952-26.6% |
| Admin fee / account holder | $3,978 | $6,767-41.2% | $7,407-46.3% | $6,260-36.5% |