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 | $51,617 | $63,346-18.5% | $92,233-44.0% | $70,131-26.4% |
| Participation rate | 32.7% | 68.7%-36.0pp | 76.5%-43.8pp | 69.5%-36.9pp |
| Annual return | 19.37% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $605 | $2,471-75.5% | $3,679-83.5% | $2,342-74.2% |
| Participant deferral / active EE | $1,338 | $2,854-53.1% | $3,897-65.7% | $3,332-59.8% |
| Admin fee / account holder | $1,710 | $3,840-55.5% | $5,194-67.1% | $4,645-63.2% |