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 | $57,259 | $104,251-45.1% | $91,001-37.1% | $147,584-61.2% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.6%-14.5pp | 82.8%-21.7pp |
| Annual return | 16.48% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $951 | $3,116-69.5% | $2,456-61.3% | $4,876-80.5% |
| Participant deferral / active EE | $2,628 | $4,195-37.4% | $3,547-25.9% | $5,439-51.7% |
| Admin fee / account holder | $2,231 | $8,948-75.1% | $5,417-58.8% | $10,885-79.5% |