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 | $59,295 | $54,541+8.7% | $78,778-24.7% | $70,131-15.5% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 18.21% | 21.07%-2.9pp | 35.62%-17.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $233 | $1,089-78.6% | $1,986-88.3% | $2,342-90.1% |
| Participant deferral / active EE | $2,033 | $2,210-8.0% | $2,958-31.3% | $3,332-39.0% |
| Admin fee / account holder | $1,481 | $3,709-60.1% | $5,134-71.2% | $4,645-68.1% |