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 | $50,723 | $77,634-34.7% | $156,549-67.6% | $62,891-19.3% |
| Participation rate | 51.3% | 71.2%-19.9pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 6.14% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $396 | $3,444-88.5% | $5,501-92.8% | $2,281-82.6% |
| Participant deferral / active EE | $2,223 | $3,045-27.0% | $4,871-54.4% | $3,203-30.6% |
| Admin fee / account holder | $980 | $5,561-82.4% | $13,027-92.5% | $4,296-77.2% |