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 | $49,196 | $93,571-47.4% | $135,903-63.8% | $75,163-34.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 17.97% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,520 | $3,537-28.7% | $4,856-48.1% | $2,670-5.6% |
| Participant deferral / active EE | $7,356 | $6,404+14.9% | $7,758-5.2% | $4,125+78.3% |
| Admin fee / account holder | $1,298 | $6,975-81.4% | $10,762-87.9% | $5,651-77.0% |