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 | $45,100 | $94,625-52.3% | $116,228-61.2% | $84,808-46.8% |
| Participation rate | 52.4% | 70.4%-18.1pp | 74.6%-22.2pp | 68.3%-15.9pp |
| Annual return | 23.28% | 20.40%+2.9pp | 90.06%-66.8pp | 40.90%-17.6pp |
| Employer contribution / active EE | $729 | $2,347-68.9% | $2,994-75.7% | $2,631-72.3% |
| Participant deferral / active EE | $1,967 | $3,972-50.5% | $4,953-60.3% | $4,212-53.3% |
| Admin fee / account holder | $13,035 | $10,091+29.2% | $11,989+8.7% | $7,344+77.5% |