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 | $43,453 | $85,766-49.3% | $136,294-68.1% | $70,131-38.0% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 18.41% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,319 | $2,966-55.5% | $4,695-71.9% | $2,342-43.7% |
| Participant deferral / active EE | $4,156 | $5,051-17.7% | $6,247-33.5% | $3,332+24.7% |
| Admin fee / account holder | $2,171 | $5,420-59.9% | $9,243-76.5% | $4,645-53.3% |