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 | $53,050 | $53,127-0.1% | $86,590-38.7% | $70,131-24.4% |
| Participation rate | 43.9% | 65.3%-21.4pp | 73.5%-29.6pp | 69.5%-25.6pp |
| Annual return | 12.78% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $590 | $2,068-71.5% | $2,839-79.2% | $2,342-74.8% |
| Participant deferral / active EE | $1,707 | $2,696-36.7% | $3,609-52.7% | $3,332-48.8% |
| Admin fee / account holder | $2,464 | $3,585-31.3% | $4,906-49.8% | $4,645-47.0% |