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 | $35,442 | $84,233-57.9% | $170,442-79.2% | $70,131-49.5% |
| Participation rate | 63.3% | 70.8%-7.5pp | 83.6%-20.3pp | 69.5%-6.2pp |
| Annual return | 13.29% | 23.06%-9.8pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $640 | $3,387-81.1% | $5,433-88.2% | $2,342-72.7% |
| Participant deferral / active EE | $2,843 | $3,086-7.9% | $4,939-42.4% | $3,332-14.7% |
| Admin fee / account holder | $4,016 | $5,698-29.5% | $13,880-71.1% | $4,645-13.5% |