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 | $41,596 | $90,503-54.0% | $78,689-47.1% | $273,961-84.8% |
| Participation rate | 43.8% | 76.5%-32.8pp | 73.6%-29.8pp | 83.0%-39.3pp |
| Annual return | 5.10% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $567 | $3,176-82.1% | $2,851-80.1% | $4,869-88.4% |
| Participant deferral / active EE | $1,134 | $3,901-70.9% | $3,517-67.7% | $5,287-78.5% |
| Admin fee / account holder | $7,383 | $5,263+40.3% | $4,510+63.7% | $10,132-27.1% |