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 | $40,876 | $49,915-18.1% | $154,803-73.6% | $74,304-45.0% |
| Participation rate | 39.0% | 54.0%-15.0pp | 78.1%-39.1pp | 60.3%-21.3pp |
| Annual return | 12.55% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $500 | $1,611-69.0% | $4,305-88.4% | $2,241-77.7% |
| Participant deferral / active EE | $984 | $2,255-56.3% | $5,540-82.2% | $3,767-73.9% |
| Admin fee / account holder | $8,135 | $2,189+271.6% | $14,329-43.2% | $2,969+174.0% |