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 | $44,764 | $53,127-15.7% | $86,590-48.3% | $70,131-36.2% |
| Participation rate | 27.0% | 65.3%-38.3pp | 73.5%-46.5pp | 69.5%-42.5pp |
| Annual return | 15.64% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $806 | $2,068-61.0% | $2,839-71.6% | $2,342-65.6% |
| Participant deferral / active EE | $1,862 | $2,696-30.9% | $3,609-48.4% | $3,332-44.1% |
| Admin fee / account holder | $2,627 | $3,585-26.7% | $4,906-46.4% | $4,645-43.4% |