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 | $45,344 | $106,515-57.4% | $96,683-53.1% | $139,434-67.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 16.38% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $999 | $4,103-75.7% | $3,737-73.3% | $4,751-79.0% |
| Participant deferral / active EE | $3,155 | $5,454-42.2% | $4,878-35.3% | $6,710-53.0% |
| Admin fee / account holder | $725 | $7,877-90.8% | $6,730-89.2% | $11,403-93.6% |