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 | $49,522 | $54,541-9.2% | $78,778-37.1% | $70,131-29.4% |
| Participation rate | 60.5% | 60.8%-0.3pp | 69.2%-8.7pp | 69.5%-9.0pp |
| Annual return | 17.09% | 21.07%-4.0pp | 35.62%-18.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $912 | $1,089-16.2% | $1,986-54.0% | $2,342-61.0% |
| Participant deferral / active EE | $2,167 | $2,210-2.0% | $2,958-26.7% | $3,332-35.0% |
| Admin fee / account holder | $16,746 | $3,709+351.5% | $5,134+226.2% | $4,645+260.5% |