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 | $59,557 | $163,101-63.5% | $136,749-56.4% | $142,382-58.2% |
| Participation rate | 30.8% | 78.2%-47.5pp | 72.1%-41.4pp | 80.1%-49.4pp |
| Annual return | 17.17% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $871 | $4,117-78.9% | $3,400-74.4% | $4,299-79.7% |
| Participant deferral / active EE | $1,398 | $5,585-75.0% | $4,692-70.2% | $6,507-78.5% |
| Admin fee / account holder | $832 | $14,318-94.2% | $11,386-92.7% | $12,624-93.4% |