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 | $55,905 | $91,552-38.9% | $133,956-58.3% | $79,858-30.0% |
| Participation rate | 68.9% | 73.3%-4.5pp | 79.8%-11.0pp | 69.6%-0.8pp |
| Annual return | 17.35% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $703 | $2,384-70.5% | $3,919-82.0% | $2,471-71.5% |
| Participant deferral / active EE | $3,663 | $3,733-1.9% | $5,048-27.4% | $3,740-2.1% |
| Admin fee / account holder | $924 | $6,321-85.4% | $8,927-89.6% | $5,306-82.6% |