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 | $55,920 | $67,984-17.7% | $65,493-14.6% | $74,304-24.7% |
| Participation rate | 22.7% | 66.3%-43.7pp | 73.1%-50.4pp | 60.3%-37.7pp |
| Annual return | 17.86% | 19.87%-2.0pp | 982.45%-964.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $663 | $2,491-73.4% | $2,574-74.2% | $2,241-70.4% |
| Participant deferral / active EE | $1,042 | $3,346-68.8% | $3,961-73.7% | $3,767-72.3% |
| Admin fee / account holder | $770 | $1,373-43.9% | $5,028-84.7% | $2,969-74.1% |