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 | $59,545 | $45,073+32.1% | $69,455-14.3% | $72,985-18.4% |
| Participation rate | 39.6% | 68.5%-28.9pp | 74.6%-35.0pp | 69.5%-29.9pp |
| Annual return | 18.58% | 22.65%-4.1pp | 28.97%-10.4pp | 81.00%-62.4pp |
| Employer contribution / active EE | $851 | $2,054-58.6% | $2,779-69.4% | $2,440-65.1% |
| Participant deferral / active EE | $2,006 | $2,602-22.9% | $3,535-43.2% | $3,607-44.4% |
| Admin fee / account holder | $594 | $3,056-80.6% | $3,839-84.5% | $5,124-88.4% |