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 | $48,495 | $84,233-42.4% | $170,442-71.5% | $70,131-30.9% |
| Participation rate | 50.8% | 70.8%-20.1pp | 83.6%-32.8pp | 69.5%-18.8pp |
| Annual return | 12.51% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $522 | $3,387-84.6% | $5,433-90.4% | $2,342-77.7% |
| Participant deferral / active EE | $3,325 | $3,086+7.8% | $4,939-32.7% | $3,332-0.2% |
| Admin fee / account holder | $12,902 | $5,698+126.4% | $13,880-7.0% | $4,645+177.7% |