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 | $56,916 | $65,365-12.9% | $92,893-38.7% | $72,985-22.0% |
| Participation rate | 58.2% | 68.3%-10.1pp | 76.0%-17.8pp | 69.5%-11.3pp |
| Annual return | 17.38% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $863 | $2,594-66.7% | $3,653-76.4% | $2,440-64.6% |
| Participant deferral / active EE | $2,103 | $3,128-32.8% | $4,236-50.3% | $3,607-41.7% |
| Admin fee / account holder | $1,657 | $4,251-61.0% | $5,794-71.4% | $5,124-67.7% |