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 | $66,462 | $93,024-28.6% | $77,024-13.7% | $134,475-50.6% |
| Participation rate | 43.5% | 74.5%-31.0pp | 67.9%-24.4pp | 81.2%-37.7pp |
| Annual return | 9.57% | 62.60%-53.0pp | 42.32%-32.7pp | 417.96%-408.4pp |
| Employer contribution / active EE | $609 | $3,418-82.2% | $2,812-78.4% | $4,740-87.2% |
| Participant deferral / active EE | $2,150 | $5,238-58.9% | $4,426-51.4% | $6,400-66.4% |
| Admin fee / account holder | $750 | $6,944-89.2% | $5,425-86.2% | $11,426-93.4% |