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 | $44,529 | $81,248-45.2% | $155,509-71.4% | $80,856-44.9% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.4pp | 67.6%-22.9pp |
| Annual return | 17.82% | 33.31%-15.5pp | 64.67%-46.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $701 | $3,100-77.4% | $4,672-85.0% | $2,755-74.5% |
| Participant deferral / active EE | $2,457 | $3,452-28.8% | $5,626-56.3% | $4,296-42.8% |
| Admin fee / account holder | $5,471 | $7,997-31.6% | $15,912-65.6% | $6,918-20.9% |