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 | $41,687 | $93,346-55.3% | $71,796-41.9% | $273,961-84.8% |
| Participation rate | 52.6% | 76.5%-23.9pp | 69.1%-16.5pp | 83.0%-30.4pp |
| Annual return | 5.49% | 130.39%-124.9pp | 78.04%-72.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $837 | $2,733-69.4% | $1,924-56.5% | $4,869-82.8% |
| Participant deferral / active EE | $2,187 | $3,475-37.1% | $2,794-21.7% | $5,287-58.6% |
| Admin fee / account holder | $4,604 | $6,571-29.9% | $4,815-4.4% | $10,132-54.6% |