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 | $46,477 | $104,974-55.7% | $95,585-51.4% | $142,382-67.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.33% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $636 | $2,779-77.1% | $2,527-74.8% | $4,299-85.2% |
| Participant deferral / active EE | $2,853 | $4,352-34.4% | $4,023-29.1% | $6,507-56.2% |
| Admin fee / account holder | $5,058 | $6,386-20.8% | $6,127-17.4% | $12,624-59.9% |