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 | $44,247 | $84,233-47.5% | $170,442-74.0% | $70,131-36.9% |
| Participation rate | 46.4% | 70.8%-24.4pp | 83.6%-37.2pp | 69.5%-23.1pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $844 | $3,387-75.1% | $5,433-84.5% | $2,342-64.0% |
| Participant deferral / active EE | $1,031 | $3,086-66.6% | $4,939-79.1% | $3,332-69.1% |
| Admin fee / account holder | $1,641 | $5,698-71.2% | $13,880-88.2% | $4,645-64.7% |