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 | $46,098 | $84,233-45.3% | $170,442-73.0% | $70,131-34.3% |
| Participation rate | 43.2% | 70.8%-27.6pp | 83.6%-40.4pp | 69.5%-26.3pp |
| Annual return | 14.48% | 23.06%-8.6pp | 205.93%-191.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $641 | $3,387-81.1% | $5,433-88.2% | $2,342-72.6% |
| Participant deferral / active EE | $2,787 | $3,086-9.7% | $4,939-43.6% | $3,332-16.3% |
| Admin fee / account holder | $6,236 | $5,698+9.4% | $13,880-55.1% | $4,645+34.2% |