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 | $70,316 | $109,881-36.0% | $150,045-53.1% | $84,808-17.1% |
| Participation rate | 56.3% | 76.1%-19.8pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 18.23% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $991 | $3,561-72.2% | $4,693-78.9% | $2,631-62.3% |
| Participant deferral / active EE | $3,189 | $6,636-51.9% | $7,997-60.1% | $4,212-24.3% |
| Admin fee / account holder | $4,295 | $8,568-49.9% | $13,435-68.0% | $7,344-41.5% |