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 | $38,204 | $80,717-52.7% | $154,803-75.3% | $84,808-55.0% |
| Participation rate | 37.1% | 66.8%-29.7pp | 78.1%-41.0pp | 68.3%-31.2pp |
| Annual return | 13.17% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $561 | $2,761-79.7% | $4,305-87.0% | $2,631-78.7% |
| Participant deferral / active EE | $992 | $3,303-70.0% | $5,540-82.1% | $4,212-76.4% |
| Admin fee / account holder | $6,161 | $6,746-8.7% | $14,329-57.0% | $7,344-16.1% |