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 | $50,270 | $65,041-22.7% | $90,951-44.7% | $79,858-37.1% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 13.14% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $621 | $1,247-50.2% | $2,122-70.7% | $2,471-74.9% |
| Participant deferral / active EE | $3,643 | $2,512+45.0% | $3,373+8.0% | $3,740-2.6% |
| Admin fee / account holder | $2,512 | $4,536-44.6% | $5,959-57.8% | $5,306-52.7% |