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 | $53,699 | $91,190-41.1% | $178,490-69.9% | $79,858-32.8% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 18.23% | 24.19%-6.0pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $440 | $3,256-86.5% | $5,011-91.2% | $2,471-82.2% |
| Participant deferral / active EE | $1,606 | $3,236-50.4% | $5,202-69.1% | $3,740-57.1% |
| Admin fee / account holder | $2,526 | $6,751-62.6% | $13,984-81.9% | $5,306-52.4% |