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 | $45,929 | $86,944-47.2% | $107,525-57.3% | $74,304-38.2% |
| Participation rate | 51.0% | 59.6%-8.5pp | 75.1%-24.1pp | 60.3%-9.3pp |
| Annual return | 18.91% | 23.52%-4.6pp | 181.32%-162.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $920 | $2,757-66.6% | $3,754-75.5% | $2,241-59.0% |
| Participant deferral / active EE | $3,278 | $3,554-7.8% | $5,116-35.9% | $3,767-13.0% |
| Admin fee / account holder | $1,092 | $3,727-70.7% | $8,919-87.8% | $2,969-63.2% |