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 | $82,079 | $176,377-53.5% | $134,143-38.8% | $158,922-48.4% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 11.85% | 63.63%-51.8pp | 36.33%-24.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $389 | $5,040-92.3% | $3,704-89.5% | $4,761-91.8% |
| Participant deferral / active EE | $2,423 | $4,091-40.8% | $3,499-30.8% | $5,982-59.5% |
| Admin fee / account holder | $752 | $8,718-91.4% | $6,684-88.7% | $11,246-93.3% |