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 | $54,102 | $49,915+8.4% | $154,803-65.1% | $74,304-27.2% |
| Participation rate | 40.1% | 54.0%-13.8pp | 78.1%-37.9pp | 60.3%-20.2pp |
| Annual return | 16.77% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $937 | $1,611-41.9% | $4,305-78.2% | $2,241-58.2% |
| Participant deferral / active EE | $1,265 | $2,255-43.9% | $5,540-77.2% | $3,767-66.4% |
| Admin fee / account holder | $1,944 | $2,189-11.2% | $14,329-86.4% | $2,969-34.5% |