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 | $44,795 | $48,795-8.2% | $65,493-31.6% | $84,808-47.2% |
| Participation rate | 52.0% | 67.0%-15.0pp | 73.1%-21.1pp | 68.3%-16.3pp |
| Annual return | 15.08% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $662 | $1,930-65.7% | $2,574-74.3% | $2,631-74.9% |
| Participant deferral / active EE | $2,264 | $2,928-22.7% | $3,961-42.8% | $4,212-46.2% |
| Admin fee / account holder | $2,318 | $3,877-40.2% | $5,028-53.9% | $7,344-68.4% |