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 | $58,983 | $114,381-48.4% | $107,525-45.1% | $142,382-58.6% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 16.06% | 242.71%-226.6pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $870 | $4,015-78.3% | $3,754-76.8% | $4,299-79.8% |
| Participant deferral / active EE | $2,169 | $5,564-61.0% | $5,116-57.6% | $6,507-66.7% |
| Admin fee / account holder | $345 | $9,860-96.5% | $8,919-96.1% | $12,624-97.3% |