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 | $53,306 | $81,248-34.4% | $155,509-65.7% | $80,856-34.1% |
| Participation rate | 41.5% | 66.2%-24.8pp | 78.2%-36.7pp | 67.6%-26.2pp |
| Annual return | 16.45% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $470 | $3,100-84.8% | $4,672-89.9% | $2,755-82.9% |
| Participant deferral / active EE | $2,082 | $3,452-39.7% | $5,626-63.0% | $4,296-51.5% |
| Admin fee / account holder | $1,746 | $7,997-78.2% | $15,912-89.0% | $6,918-74.8% |