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 | $53,527 | $106,515-49.7% | $96,683-44.6% | $139,434-61.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 19.96% | 38.43%-18.5pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $4,338 | $4,103+5.7% | $3,737+16.1% | $4,751-8.7% |
| Participant deferral / active EE | $4,649 | $5,454-14.8% | $4,878-4.7% | $6,710-30.7% |
| Admin fee / account holder | $718 | $7,877-90.9% | $6,730-89.3% | $11,403-93.7% |