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 | $59,455 | $87,733-32.2% | $106,548-44.2% | $85,850-30.7% |
| Participation rate | 47.3% | 71.9%-24.7pp | 76.1%-28.9pp | 69.3%-22.0pp |
| Annual return | 13.98% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,055 | $2,073-49.1% | $2,819-62.6% | $2,565-58.9% |
| Participant deferral / active EE | $1,922 | $3,469-44.6% | $4,398-56.3% | $3,952-51.4% |
| Admin fee / account holder | $559 | $6,767-91.7% | $7,407-92.5% | $6,260-91.1% |