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 | $62,780 | $49,227+27.5% | $70,449-10.9% | $79,858-21.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 15.52% | 30.06%-14.5pp | 109.03%-93.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $575 | $2,099-72.6% | $2,737-79.0% | $2,471-76.7% |
| Participant deferral / active EE | $2,623 | $2,768-5.2% | $3,709-29.3% | $3,740-29.9% |
| Admin fee / account holder | $1,996 | $2,878-30.7% | $3,845-48.1% | $5,306-62.4% |