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 | $45,844 | $53,127-13.7% | $86,590-47.1% | $70,131-34.6% |
| Participation rate | 66.1% | 65.3%+0.8pp | 73.5%-7.5pp | 69.5%-3.5pp |
| Annual return | 15.35% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $629 | $2,068-69.6% | $2,839-77.9% | $2,342-73.2% |
| Participant deferral / active EE | $1,389 | $2,696-48.5% | $3,609-61.5% | $3,332-58.3% |
| Admin fee / account holder | $1,396 | $3,585-61.1% | $4,906-71.5% | $4,645-70.0% |