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 | $44,561 | $52,580-15.3% | $71,671-37.8% | $70,131-36.5% |
| Participation rate | 48.9% | 60.9%-12.0pp | 68.7%-19.9pp | 69.5%-20.7pp |
| Annual return | 43.43% | 20.25%+23.2pp | 20.65%+22.8pp | 73.14%-29.7pp |
| Employer contribution / active EE | $515 | $1,616-68.1% | $2,460-79.1% | $2,342-78.0% |
| Participant deferral / active EE | $2,577 | $2,386+8.0% | $3,438-25.1% | $3,332-22.7% |
| Admin fee / account holder | $892 | $3,653-75.6% | $5,558-84.0% | $4,645-80.8% |