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 | $89,647 | $149,734-40.1% | $118,925-24.6% | $158,922-43.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 12.79% | 19.95%-7.2pp | 35.88%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $906 | $4,115-78.0% | $3,263-72.2% | $4,761-81.0% |
| Participant deferral / active EE | $1,619 | $5,223-69.0% | $4,265-62.0% | $5,982-72.9% |
| Admin fee / account holder | $2,461 | $8,603-71.4% | $6,581-62.6% | $11,246-78.1% |