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 | $44,996 | $95,266-52.8% | $82,389-45.4% | $142,382-68.4% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.5%-4.3pp | 80.1%-14.9pp |
| Annual return | 13.40% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $542 | $2,991-81.9% | $2,517-78.5% | $4,299-87.4% |
| Participant deferral / active EE | $2,585 | $4,809-46.3% | $4,155-37.8% | $6,507-60.3% |
| Admin fee / account holder | $470 | $8,563-94.5% | $7,231-93.5% | $12,624-96.3% |