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 | $55,172 | $93,571-41.0% | $135,903-59.4% | $75,163-26.6% |
| Participation rate | 41.1% | 75.2%-34.1pp | 81.9%-40.8pp | 67.2%-26.1pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $973 | $3,537-72.5% | $4,856-80.0% | $2,670-63.6% |
| Participant deferral / active EE | $2,784 | $6,404-56.5% | $7,758-64.1% | $4,125-32.5% |
| Admin fee / account holder | $4,916 | $6,975-29.5% | $10,762-54.3% | $5,651-13.0% |