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 | $51,018 | $91,190-44.1% | $178,490-71.4% | $79,858-36.1% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 23.00% | 24.19%-1.2pp | 151.07%-128.1pp | 31.71%-8.7pp |
| Employer contribution / active EE | $868 | $3,256-73.3% | $5,011-82.7% | $2,471-64.9% |
| Participant deferral / active EE | $1,675 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $2,359 | $6,751-65.1% | $13,984-83.1% | $5,306-55.5% |