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 | $41,403 | $72,012-42.5% | $185,823-77.7% | $79,858-48.2% |
| Participation rate | 44.3% | 65.8%-21.5pp | 78.0%-33.7pp | 69.6%-25.3pp |
| Annual return | 22.97% | 23.12%-0.1pp | 35.95%-13.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $374 | $1,965-80.9% | $4,087-90.8% | $2,471-84.8% |
| Participant deferral / active EE | $2,044 | $3,779-45.9% | $5,632-63.7% | $3,740-45.3% |
| Admin fee / account holder | $8,779 | $4,513+94.5% | $9,500-7.6% | $5,306+65.4% |