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 | $63,959 | $93,571-31.6% | $135,903-52.9% | $75,163-14.9% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.7pp | 67.2%-22.0pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,929 | $3,537-45.5% | $4,856-60.3% | $2,670-27.8% |
| Participant deferral / active EE | $3,489 | $6,404-45.5% | $7,758-55.0% | $4,125-15.4% |
| Admin fee / account holder | $1,240 | $6,975-82.2% | $10,762-88.5% | $5,651-78.1% |