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 | $54,355 | $86,286-37.0% | $111,297-51.2% | $85,850-36.7% |
| Participation rate | 45.9% | 73.3%-27.4pp | 77.3%-31.4pp | 69.3%-23.4pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $843 | $2,043-58.7% | $2,731-69.1% | $2,565-67.1% |
| Participant deferral / active EE | $2,499 | $3,641-31.3% | $4,487-44.3% | $3,952-36.8% |
| Admin fee / account holder | $934 | $8,188-88.6% | $7,964-88.3% | $6,260-85.1% |