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 | $35,014 | $81,248-56.9% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 41.5% | 66.2%-24.8pp | 78.2%-36.7pp | 67.6%-26.2pp |
| Annual return | 50.41% | 33.31%+17.1pp | 64.67%-14.3pp | 35.59%+14.8pp |
| Employer contribution / active EE | $854 | $3,100-72.5% | $4,672-81.7% | $2,755-69.0% |
| Participant deferral / active EE | $2,126 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $1,215 | $7,997-84.8% | $15,912-92.4% | $6,918-82.4% |