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 | $41,088 | $49,227-16.5% | $70,449-41.7% | $79,858-48.5% |
| Participation rate | 44.8% | 69.2%-24.3pp | 75.1%-30.2pp | 69.6%-24.8pp |
| Annual return | 19.49% | 30.06%-10.6pp | 109.03%-89.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $453 | $2,099-78.4% | $2,737-83.4% | $2,471-81.7% |
| Participant deferral / active EE | $1,988 | $2,768-28.2% | $3,709-46.4% | $3,740-46.8% |
| Admin fee / account holder | $1,090 | $2,878-62.1% | $3,845-71.7% | $5,306-79.5% |