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 | $37,326 | $65,365-42.9% | $92,893-59.8% | $72,985-48.9% |
| Participation rate | 30.8% | 68.3%-37.5pp | 76.0%-45.2pp | 69.5%-38.7pp |
| Annual return | 22.28% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $987 | $2,594-62.0% | $3,653-73.0% | $2,440-59.6% |
| Participant deferral / active EE | $2,790 | $3,128-10.8% | $4,236-34.1% | $3,607-22.7% |
| Admin fee / account holder | $1,921 | $4,251-54.8% | $5,794-66.8% | $5,124-62.5% |