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 | $44,355 | $78,672-43.6% | $109,143-59.4% | $85,850-48.3% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 20.48% | 25.09%-4.6pp | 25.75%-5.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $968 | $2,735-64.6% | $3,722-74.0% | $2,565-62.3% |
| Participant deferral / active EE | $2,152 | $3,467-37.9% | $4,653-53.8% | $3,952-45.5% |
| Admin fee / account holder | $598 | $5,469-89.1% | $6,752-91.1% | $6,260-90.4% |