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 | $29,566 | $91,190-67.6% | $178,490-83.4% | $79,858-63.0% |
| Participation rate | 45.9% | 69.2%-23.3pp | 81.9%-36.0pp | 69.6%-23.7pp |
| Annual return | 14.20% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $651 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,300 | $3,236-59.8% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $438 | $6,751-93.5% | $13,984-96.9% | $5,306-91.7% |