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 | $47,561 | $78,672-39.5% | $109,143-56.4% | $85,850-44.6% |
| Participation rate | 52.1% | 68.3%-16.2pp | 75.9%-23.8pp | 69.3%-17.2pp |
| Annual return | 16.20% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $766 | $2,735-72.0% | $3,722-79.4% | $2,565-70.1% |
| Participant deferral / active EE | $1,818 | $3,467-47.6% | $4,653-60.9% | $3,952-54.0% |
| Admin fee / account holder | $702 | $5,469-87.2% | $6,752-89.6% | $6,260-88.8% |