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 | $44,808 | $65,041-31.1% | $90,951-50.7% | $79,858-43.9% |
| Participation rate | 46.5% | 61.6%-15.1pp | 69.0%-22.5pp | 69.6%-23.1pp |
| Annual return | 13.56% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $923 | $1,247-26.0% | $2,122-56.5% | $2,471-62.6% |
| Participant deferral / active EE | $2,249 | $2,512-10.5% | $3,373-33.3% | $3,740-39.9% |
| Admin fee / account holder | $3,913 | $4,536-13.7% | $5,959-34.3% | $5,306-26.3% |