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 | $45,826 | $65,041-29.5% | $90,951-49.6% | $79,858-42.6% |
| Participation rate | 53.7% | 61.6%-7.9pp | 69.0%-15.4pp | 69.6%-16.0pp |
| Annual return | 13.87% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $870 | $1,247-30.3% | $2,122-59.0% | $2,471-64.8% |
| Participant deferral / active EE | $2,000 | $2,512-20.4% | $3,373-40.7% | $3,740-46.5% |
| Admin fee / account holder | $4,779 | $4,536+5.4% | $5,959-19.8% | $5,306-9.9% |