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 | $42,494 | $56,053-24.2% | $75,972-44.1% | $80,856-47.4% |
| Participation rate | 48.1% | 62.0%-13.9pp | 69.1%-20.9pp | 67.6%-19.5pp |
| Annual return | 19.75% | 20.53%-0.8pp | 359.55%-339.8pp | 35.59%-15.8pp |
| Employer contribution / active EE | $937 | $1,874-50.0% | $2,685-65.1% | $2,755-66.0% |
| Participant deferral / active EE | $2,092 | $3,052-31.4% | $4,255-50.8% | $4,296-51.3% |
| Admin fee / account holder | $2,027 | $5,234-61.3% | $6,467-68.7% | $6,918-70.7% |