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 | $45,033 | $114,381-60.6% | $107,525-58.1% | $142,382-68.4% |
| Participation rate | 54.2% | 78.1%-24.0pp | 75.1%-20.9pp | 80.1%-26.0pp |
| Annual return | 12.80% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,180 | $4,015-70.6% | $3,754-68.6% | $4,299-72.6% |
| Participant deferral / active EE | $3,822 | $5,564-31.3% | $5,116-25.3% | $6,507-41.3% |
| Admin fee / account holder | $2,875 | $9,860-70.8% | $8,919-67.8% | $12,624-77.2% |