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 | $54,095 | $180,028-70.0% | $138,135-60.8% | $158,922-66.0% |
| Participation rate | 68.2% | 82.2%-14.1pp | 78.7%-10.5pp | 82.0%-13.8pp |
| Annual return | 17.05% | 21.68%-4.6pp | 20.51%-3.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,318 | $7,470-82.4% | $5,587-76.4% | $4,761-72.3% |
| Participant deferral / active EE | $3,159 | $7,717-59.1% | $6,431-50.9% | $5,982-47.2% |
| Admin fee / account holder | $2,741 | $17,912-84.7% | $11,856-76.9% | $11,246-75.6% |