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 | $58,383 | $49,915+17.0% | $154,803-62.3% | $74,304-21.4% |
| Participation rate | 29.9% | 54.0%-24.1pp | 78.1%-48.2pp | 60.3%-30.5pp |
| Annual return | 20.69% | 34.06%-13.4pp | 58.88%-38.2pp | 29.43%-8.7pp |
| Employer contribution / active EE | $621 | $1,611-61.5% | $4,305-85.6% | $2,241-72.3% |
| Participant deferral / active EE | $1,328 | $2,255-41.1% | $5,540-76.0% | $3,767-64.7% |
| Admin fee / account holder | $580 | $2,189-73.5% | $14,329-95.9% | $2,969-80.5% |