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 | $51,088 | $91,552-44.2% | $133,956-61.9% | $79,858-36.0% |
| Participation rate | 60.8% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.8pp |
| Annual return | 11.97% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $980 | $2,384-58.9% | $3,919-75.0% | $2,471-60.3% |
| Participant deferral / active EE | $2,380 | $3,733-36.3% | $5,048-52.9% | $3,740-36.4% |
| Admin fee / account holder | $4,757 | $6,321-24.7% | $8,927-46.7% | $5,306-10.3% |