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 | $58,030 | $76,670-24.3% | $96,683-40.0% | $71,457-18.8% |
| Participation rate | 29.5% | 66.6%-37.1pp | 74.3%-44.8pp | 67.9%-38.4pp |
| Annual return | 18.21% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $918 | $3,031-69.7% | $3,737-75.4% | $2,588-64.5% |
| Participant deferral / active EE | $2,513 | $3,771-33.4% | $4,878-48.5% | $4,289-41.4% |
| Admin fee / account holder | $907 | $2,028-55.3% | $6,730-86.5% | $1,587-42.9% |