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 | $57,370 | $71,050-19.3% | $93,606-38.7% | $80,856-29.0% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.7pp | 67.6%-4.6pp |
| Annual return | 11.24% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $990 | $1,564-36.7% | $2,420-59.1% | $2,755-64.1% |
| Participant deferral / active EE | $3,236 | $4,034-19.8% | $4,411-26.6% | $4,296-24.7% |
| Admin fee / account holder | $1,748 | $6,945-74.8% | $8,285-78.9% | $6,918-74.7% |