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 | $87,049 | $176,812-50.8% | $146,665-40.6% | $167,490-48.0% |
| Participation rate | 52.9% | 83.6%-30.7pp | 80.1%-27.1pp | 82.1%-29.2pp |
| Annual return | 12.29% | 24.03%-11.7pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,172 | $5,160-77.3% | $4,136-71.7% | $4,837-75.8% |
| Participant deferral / active EE | $3,679 | $6,440-42.9% | $5,506-33.2% | $6,341-42.0% |
| Admin fee / account holder | $1,803 | $13,259-86.4% | $10,280-82.5% | $12,309-85.4% |