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 | $64,936 | $82,882-21.7% | $127,761-49.2% | $72,985-11.0% |
| Participation rate | 37.8% | 71.5%-33.7pp | 79.0%-41.2pp | 69.5%-31.6pp |
| Annual return | 22.26% | 32.20%-9.9pp | 26.14%-3.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,575 | $3,346-52.9% | $4,574-65.6% | $2,440-35.5% |
| Participant deferral / active EE | $2,192 | $4,791-54.3% | $6,021-63.6% | $3,607-39.2% |
| Admin fee / account holder | $952 | $6,487-85.3% | $9,395-89.9% | $5,124-81.4% |