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 | $44,532 | $39,122+13.8% | $57,179-22.1% | $62,891-29.2% |
| Participation rate | 29.8% | 70.5%-40.7pp | 75.3%-45.6pp | 69.3%-39.5pp |
| Annual return | 7.53% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $646 | $1,874-65.5% | $2,682-75.9% | $2,281-71.7% |
| Participant deferral / active EE | $964 | $2,374-59.4% | $3,096-68.9% | $3,203-69.9% |
| Admin fee / account holder | $1,241 | $2,592-52.1% | $3,139-60.5% | $4,296-71.1% |