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 | $26,237 | $93,571-72.0% | $135,903-80.7% | $75,163-65.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 22.27% | 30.90%-8.6pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,947 | $3,537-44.9% | $4,856-59.9% | $2,670-27.1% |
| Participant deferral / active EE | $3,766 | $6,404-41.2% | $7,758-51.5% | $4,125-8.7% |
| Admin fee / account holder | $2,355 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |