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 | $54,863 | $49,915+9.9% | $154,803-64.6% | $74,304-26.2% |
| Participation rate | 19.0% | 54.0%-34.9pp | 78.1%-59.1pp | 60.3%-41.3pp |
| Annual return | 16.93% | 34.06%-17.1pp | 58.88%-42.0pp | 29.43%-12.5pp |
| Employer contribution / active EE | $562 | $1,611-65.1% | $4,305-87.0% | $2,241-74.9% |
| Participant deferral / active EE | $658 | $2,255-70.8% | $5,540-88.1% | $3,767-82.5% |
| Admin fee / account holder | $1,653 | $2,189-24.5% | $14,329-88.5% | $2,969-44.3% |