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 | $54,868 | $70,669-22.4% | $169,368-67.6% | $75,163-27.0% |
| Participation rate | 34.9% | 64.8%-29.9pp | 77.1%-42.3pp | 67.2%-32.3pp |
| Annual return | 16.39% | 36.36%-20.0pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $853 | $2,211-61.4% | $4,013-78.7% | $2,670-68.0% |
| Participant deferral / active EE | $1,619 | $4,311-62.5% | $6,221-74.0% | $4,125-60.8% |
| Admin fee / account holder | $755 | $5,402-86.0% | $9,003-91.6% | $5,651-86.6% |