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 | $46,649 | $81,248-42.6% | $155,509-70.0% | $80,856-42.3% |
| Participation rate | 40.2% | 66.2%-26.0pp | 78.2%-38.0pp | 67.6%-27.4pp |
| Annual return | 14.54% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $816 | $3,100-73.7% | $4,672-82.5% | $2,755-70.4% |
| Participant deferral / active EE | $3,028 | $3,452-12.3% | $5,626-46.2% | $4,296-29.5% |
| Admin fee / account holder | $1,959 | $7,997-75.5% | $15,912-87.7% | $6,918-71.7% |