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 | $48,124 | $88,581-45.7% | $145,661-67.0% | $74,304-35.2% |
| Participation rate | 27.6% | 64.9%-37.4pp | 77.2%-49.6pp | 60.3%-32.8pp |
| Annual return | 21.62% | 34.30%-12.7pp | 101.46%-79.8pp | 29.43%-7.8pp |
| Employer contribution / active EE | $806 | $2,612-69.1% | $4,238-81.0% | $2,241-64.0% |
| Participant deferral / active EE | $1,503 | $4,151-63.8% | $7,198-79.1% | $3,767-60.1% |
| Admin fee / account holder | $6,051 | $2,953+104.9% | $12,466-51.5% | $2,969+103.8% |