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 | $54,337 | $109,413-50.3% | $156,263-65.2% | $84,808-35.9% |
| Participation rate | 49.1% | 72.7%-23.6pp | 78.9%-29.9pp | 68.3%-19.3pp |
| Annual return | 15.59% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,440 | $2,907-50.4% | $4,333-66.8% | $2,631-45.3% |
| Participant deferral / active EE | $3,642 | $4,590-20.6% | $6,158-40.9% | $4,212-13.5% |
| Admin fee / account holder | $1,575 | $9,357-83.2% | $14,255-89.0% | $7,344-78.6% |