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 | $45,649 | $81,208-43.8% | $98,907-53.8% | $79,858-42.8% |
| Participation rate | 49.3% | 72.5%-23.3pp | 76.0%-26.8pp | 69.6%-20.4pp |
| Annual return | 11.87% | 60.99%-49.1pp | 196.43%-184.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $601 | $1,960-69.3% | $2,689-77.7% | $2,471-75.7% |
| Participant deferral / active EE | $2,037 | $3,265-37.6% | $4,244-52.0% | $3,740-45.5% |
| Admin fee / account holder | $2,217 | $6,013-63.1% | $6,642-66.6% | $5,306-58.2% |