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 | $56,313 | $77,899-27.7% | $149,673-62.4% | $75,163-25.1% |
| Participation rate | 46.9% | 65.6%-18.6pp | 78.8%-31.8pp | 67.2%-20.3pp |
| Annual return | 17.28% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,018 | $3,137-67.5% | $4,818-78.9% | $2,670-61.9% |
| Participant deferral / active EE | $3,289 | $3,411-3.6% | $5,680-42.1% | $4,125-20.3% |
| Admin fee / account holder | $3,879 | $5,956-34.9% | $13,210-70.6% | $5,651-31.4% |