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 | $46,455 | $84,556-45.1% | $116,228-60.0% | $74,304-37.5% |
| Participation rate | 48.7% | 66.0%-17.3pp | 74.6%-25.9pp | 60.3%-11.6pp |
| Annual return | 19.56% | 18.35%+1.2pp | 90.06%-70.5pp | 29.43%-9.9pp |
| Employer contribution / active EE | $862 | $2,168-60.2% | $2,994-71.2% | $2,241-61.6% |
| Participant deferral / active EE | $2,362 | $3,814-38.1% | $4,953-52.3% | $3,767-37.3% |
| Admin fee / account holder | $12,442 | $3,792+228.1% | $11,989+3.8% | $2,969+319.1% |