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 8-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 | $46,273 | $46,553-0.6% | $64,056-27.8% | $75,163-38.4% |
| Participation rate | 25.0% | 65.9%-40.9pp | 72.3%-47.3pp | 67.2%-42.2pp |
| Annual return | 14.83% | 26.03%-11.2pp | 33.69%-18.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $776 | $1,974-60.7% | $2,747-71.8% | $2,670-70.9% |
| Participant deferral / active EE | $2,031 | $2,837-28.4% | $3,880-47.7% | $4,125-50.8% |
| Admin fee / account holder | $717 | $2,952-75.7% | $3,068-76.6% | $5,651-87.3% |