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 | $49,418 | $51,576-4.2% | $129,207-61.8% | $80,856-38.9% |
| Participation rate | 57.5% | 57.0%+0.6pp | 69.6%-12.1pp | 67.6%-10.1pp |
| Annual return | 12.98% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $913 | $1,584-42.4% | $4,153-78.0% | $2,755-66.9% |
| Participant deferral / active EE | $2,163 | $2,669-19.0% | $4,168-48.1% | $4,296-49.6% |
| Admin fee / account holder | $1,817 | $4,305-57.8% | $7,715-76.5% | $6,918-73.7% |