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 | $47,551 | $41,377+14.9% | $109,313-56.5% | $62,891-24.4% |
| Participation rate | 24.7% | 57.5%-32.8pp | 71.3%-46.5pp | 69.3%-44.6pp |
| Annual return | 5.94% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $505 | $1,276-60.4% | $3,892-87.0% | $2,281-77.9% |
| Participant deferral / active EE | $1,232 | $2,045-39.8% | $3,166-61.1% | $3,203-61.5% |
| Admin fee / account holder | $956 | $2,884-66.9% | $5,666-83.1% | $4,296-77.7% |