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 | $72,691 | $89,753-19.0% | $107,525-32.4% | $84,808-14.3% |
| Participation rate | 43.5% | 68.1%-24.6pp | 75.1%-31.6pp | 68.3%-24.8pp |
| Annual return | 19.25% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,476 | $3,113-52.6% | $3,754-60.7% | $2,631-43.9% |
| Participant deferral / active EE | $2,259 | $4,056-44.3% | $5,116-55.8% | $4,212-46.4% |
| Admin fee / account holder | $1,376 | $7,222-81.0% | $8,919-84.6% | $7,344-81.3% |