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 | $51,762 | $89,355-42.1% | $141,162-63.3% | $72,985-29.1% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-22.9pp | 69.5%-10.0pp |
| Annual return | 20.26% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,693 | $3,114-45.6% | $4,735-64.2% | $2,440-30.6% |
| Participant deferral / active EE | $3,408 | $5,418-37.1% | $6,709-49.2% | $3,607-5.5% |
| Admin fee / account holder | $3,801 | $5,958-36.2% | $10,261-63.0% | $5,124-25.8% |