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 | $57,712 | $109,413-47.3% | $156,263-63.1% | $84,808-31.9% |
| Participation rate | 46.5% | 72.7%-26.2pp | 78.9%-32.4pp | 68.3%-21.8pp |
| Annual return | 23.38% | 20.18%+3.2pp | 59.47%-36.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $879 | $2,907-69.8% | $4,333-79.7% | $2,631-66.6% |
| Participant deferral / active EE | $3,013 | $4,590-34.3% | $6,158-51.1% | $4,212-28.5% |
| Admin fee / account holder | $1,677 | $9,357-82.1% | $14,255-88.2% | $7,344-77.2% |