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 | $43,452 | $53,127-18.2% | $86,590-49.8% | $70,131-38.0% |
| Participation rate | 48.1% | 65.3%-17.2pp | 73.5%-25.4pp | 69.5%-21.4pp |
| Annual return | 17.12% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $602 | $2,068-70.9% | $2,839-78.8% | $2,342-74.3% |
| Participant deferral / active EE | $2,549 | $2,696-5.4% | $3,609-29.4% | $3,332-23.5% |
| Admin fee / account holder | $1,617 | $3,585-54.9% | $4,906-67.0% | $4,645-65.2% |