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 | $43,142 | $56,317-23.4% | $71,209-39.4% | $74,304-41.9% |
| Participation rate | 45.1% | 55.1%-10.0pp | 73.8%-28.7pp | 60.3%-15.3pp |
| Annual return | 18.57% | 42.83%-24.3pp | 282.51%-263.9pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,033 | $2,160-52.2% | $2,721-62.0% | $2,241-53.9% |
| Participant deferral / active EE | $697 | $2,788-75.0% | $4,175-83.3% | $3,767-81.5% |
| Admin fee / account holder | $1,138 | $2,290-50.3% | $5,349-78.7% | $2,969-61.7% |