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 | $44,965 | $70,428-36.2% | $96,562-53.4% | $85,850-47.6% |
| Participation rate | 50.7% | 61.8%-11.1pp | 69.8%-19.1pp | 69.3%-18.6pp |
| Annual return | 14.07% | 18.59%-4.5pp | 37.78%-23.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $639 | $1,413-54.8% | $2,356-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $2,390 | $2,894-17.4% | $3,849-37.9% | $3,952-39.5% |
| Admin fee / account holder | $3,992 | $4,997-20.1% | $6,181-35.4% | $6,260-36.2% |