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 | $53,648 | $57,541-6.8% | $95,745-44.0% | $75,163-28.6% |
| Participation rate | 26.9% | 62.5%-35.6pp | 72.3%-45.3pp | 67.2%-40.3pp |
| Annual return | 15.32% | 34.93%-19.6pp | 28.35%-13.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $439 | $1,808-75.7% | $2,835-84.5% | $2,670-83.6% |
| Participant deferral / active EE | $2,592 | $3,074-15.7% | $4,245-38.9% | $4,125-37.2% |
| Admin fee / account holder | $685 | $4,099-83.3% | $5,678-87.9% | $5,651-87.9% |