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 | $43,559 | $96,484-54.9% | $75,886-42.6% | $152,861-71.5% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.4%-18.2pp |
| Annual return | 18.55% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,323 | $3,309-29.8% | $2,500-7.1% | $4,762-51.2% |
| Participant deferral / active EE | $4,382 | $4,553-3.8% | $3,603+21.6% | $5,850-25.1% |
| Admin fee / account holder | $2,062 | $8,078-74.5% | $5,418-61.9% | $11,596-82.2% |