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 | $75,330 | $124,319-39.4% | $111,297-32.3% | $167,490-55.0% |
| Participation rate | 52.4% | 79.6%-27.2pp | 77.3%-24.9pp | 82.1%-29.7pp |
| Annual return | 12.46% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $772 | $3,435-77.5% | $2,731-71.7% | $4,837-84.0% |
| Participant deferral / active EE | $2,022 | $5,180-61.0% | $4,487-54.9% | $6,341-68.1% |
| Admin fee / account holder | $3,903 | $10,618-63.2% | $7,964-51.0% | $12,309-68.3% |